Professional Financial Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Professional Financial Advisors’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	$912K	Sell	18,172 -149	-0.8%	-$7.58K	0.16%	78
2026 Q2	$923K	Buy	18,321 +162	+0.9%	+$8.03K	0.16%	78
2026 Q1	$829K	Sell	18,159 -924	-5%	-$43.4K	0.17%	80
2025 Q4	$847K	Buy	19,083 +610	+3%	+$26.7K	0.17%	72
2025 Q3	$790K	Sell	18,473 -145	-0.8%	-$6.01K	0.17%	75
2025 Q2	$754K	Sell	18,618 -728	-4%	-$27.9K	0.17%	71
2025 Q1	$704K	Sell	19,346 -758	-4%	-$27.4K	0.18%	72
2024 Q4	$686K	Buy	20,104 +252	+1%	+$9.02K	0.18%	74
2024 Q3	$746K	Sell	19,852 -244	-1%	-$8.81K	0.19%	70
2024 Q2	$705K	Sell	20,096 -106	-0.5%	-$3.77K	0.19%	69
2024 Q1	$724K	Sell	20,202 -2,925	-13%	-$100K	0.21%	65
2023 Q4	$787K	Sell	23,127 -5,109	-18%	-$162K	0.26%	59
2023 Q3	$876K	Sell	28,236 -280	-1%	-$9.04K	0.4%	48
2023 Q2	$928K	Buy	28,516 +53	+0.2%	+$1.73K	0.48%	39
2023 Q1	$976K	Buy	28,463 +402	+1%	+$12.7K	0.58%	35
2022 Q4	$833K	Sell	28,061 -3,491	-11%	-$100K	0.56%	37
2022 Q3	$814K	Sell	31,552 -956	-3%	-$27.6K	0.5%	38
2022 Q2	$938K	Buy	32,508 +4,045	+14%	+$128K	0.52%	39
2022 Q1	$976K	Buy	28,463 +1,037	+4%	+$36K	0.42%	45
2021 Q4	$1M	Sell	27,426 -603	-2%	-$22.2K	0.43%	42
2021 Q3	$1.01M	Buy	28,029 +520	+2%	+$19.3K	0.58%	33
2021 Q2	$1.02M	Sell	27,509 -1,624	-6%	-$60.2K	0.56%	32
2021 Q1	$1.03M	Sell	29,133 -9,224	-24%	-$323K	0.64%	32
2020 Q4	$1.29M	Buy	38,357 +3,067	+9%	+$96.6K	1.02%	22
2020 Q3	$999K	Sell	35,290 -456	-1%	-$13.3K	0.93%	26
2020 Q2	$987K	Sell	35,746 -4,327	-11%	-$113K	1.3%	22
2020 Q1	$1.03M	Sell	40,073 -51,416	-56%	-$1.47M	1.85%	15
2019 Q4	$2.87M	Buy	+91,489	New	+$2.79M	2.72%	12

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

RBWA

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

Professional Financial Advisors's SPDW Position: Q3 2026 in Review

Professional Financial Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.81% in Q3 2026, selling an estimated $7.58K and leaving 18,172 shares worth $912K. The position accounts for 0.16% of the portfolio, ranked #78.

Professional Financial Advisors first reported a position in SPDW in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.87M in Q4 2019. 113 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

Professional Financial Advisors held 18,172 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $912K as of Q3 2026.
Professional Financial Advisors sold 149 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $7.58K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.16% of Professional Financial Advisors's portfolio in Q3 2026, its #78 holding.
Professional Financial Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 28 quarters since.
Professional Financial Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.87M in Q4 2019.
113 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Professional Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.