Plan A Wealth’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Plan A Wealth’s Portfolio SPDW Stock Details SPDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$509K	Sell	10,134 -1,513	-13%	-$77K	0.18%	84
2026 Q2	$587K	Sell	11,647 -2,194	-16%	-$109K	0.25%	67
2026 Q1	$632K	Sell	13,841 -3,179	-19%	-$149K	0.3%	52
2025 Q4	$756K	Sell	17,020 -5,136	-23%	-$224K	0.37%	35
2025 Q3	$948K	Sell	22,156 -28,344	-56%	-$1.17M	0.48%	26
2025 Q2	$2.04M	Sell	50,500 -44,431	-47%	-$1.7M	1.16%	15
2025 Q1	$3.46M	Sell	94,931 -30,664	-24%	-$1.11M	2.68%	5
2024 Q4	$4.29M	Buy	+125,595	New	+$4.5M	3.92%	3

Other funds holding SPDW

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Plan A Wealth's SPDW Position: Q3 2026 in Review

Plan A Wealth reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 13% in Q3 2026, selling an estimated $77K and leaving 10,134 shares worth $509K. The position accounts for 0.18% of the portfolio, ranked #84.

Plan A Wealth first reported a position in SPDW in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.29M in Q4 2024. 71 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

Plan A Wealth held 10,134 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $509K as of Q3 2026.
Plan A Wealth sold 1,513 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $77K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.18% of Plan A Wealth's portfolio in Q3 2026, its #84 holding.
Plan A Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 8 quarters since.
Plan A Wealth's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $4.29M in Q4 2024.
71 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.