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

Prospect Financial Group’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	$727K	Sell	14,476 -266	-2%	-$13.5K	0.61%	33
2026 Q2	$743K	Hold	14,742	–	–	0.6%	35
2026 Q1	$673K	Sell	14,742 -2,348	-14%	-$110K	0.62%	34
2025 Q4	$759K	Hold	17,090	–	–	0.71%	34
2025 Q3	$731K	Hold	17,090	–	–	0.71%	33
2025 Q2	$692K	Sell	17,090 -16	-0.1%	-$613	0.72%	33
2025 Q1	$623K	Hold	17,106	–	–	0.79%	32
2024 Q4	$584K	Buy	+17,106	New	+$612K	0.72%	33

Other funds holding SPDW

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.58B AUM 16.34% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Prospect Financial Group's SPDW Position: Q3 2026 in Review

Prospect Financial Group reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.8% in Q3 2026, selling an estimated $13.5K and leaving 14,476 shares worth $727K. The position accounts for 0.61% of the portfolio, ranked #33.

Prospect Financial Group first reported a position in SPDW in Q4 2024 and has held it in 8 quarters since. The position peaked at $759K in Q4 2025. 812 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

Prospect Financial Group held 14,476 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $727K as of Q3 2026.
Prospect Financial Group sold 266 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $13.5K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.61% of Prospect Financial Group's portfolio in Q3 2026, its #33 holding.
Prospect Financial Group 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.
Prospect Financial Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $759K in Q4 2025.
812 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Prospect Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.