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

Prosperity Capital 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 		$44.3M Buy
882,068
+658,923
+295% +$33.5M 2.18% 11
2026
Q2 		$11.2M Sell
223,145
-4,754
-2% -$236K 0.56% 35
2026
Q1 		$10.4M Sell
227,899
-139,539
-38% -$6.55M 0.59% 34
2025
Q4 		$16.3M Buy
367,438
+21,213
+6% +$927K 0.98% 26
2025
Q3 		$14.8M Buy
346,225
+14,090
+4% +$584K 0.86% 26
2025
Q2 		$13.4M Buy
332,135
+32,504
+11% +$1.25M 0.88% 27
2025
Q1 		$10.9M Buy
299,631
+16,391
+6% +$592K 0.86% 21
2024
Q4 		$9.7M Buy
283,240
+1,867
+0.7% +$66.8K 0.79% 27
2024
Q3 		$10.6M Buy
281,373
+8,387
+3% +$303K 0.9% 22
2024
Q2 		$9.6M Buy
272,986
+25,577
+10% +$910K 1.06% 16
2024
Q1 		$8.87M Sell
247,409
-161,535
-40% -$5.55M 1.05% 17
2023
Q4 		$13.9M Buy
408,944
+29,784
+8% +$945K 1.51% 13
2023
Q3 		$11.8M Buy
379,160
+10,135
+3% +$327K 1.56% 13
2023
Q2 		$12M Buy
369,025
+23,658
+7% +$772K 1.68% 13
2023
Q1 		$11.1M Buy
345,367
+160,449
+87% +$5.06M 1.71% 12
2022
Q4 		$5.49M Buy
+184,918
New +$5.31M 1.69% 10

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Prosperity Capital Advisors's SPDW Position: Q3 2026 in Review

Prosperity Capital Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 295% in Q3 2026, buying an estimated $33.5M and bringing the position to 882,068 shares worth $44.3M. The position accounts for 2.18% of the portfolio, ranked #11.

Prosperity Capital Advisors first reported a position in SPDW in Q4 2022 and has held it in 16 quarters since. 1,139 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Prosperity Capital Advisors held 882,068 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $44.3M as of Q3 2026.
  • Prosperity Capital Advisors bought 658,923 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $33.5M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 2.18% of Prosperity Capital Advisors's portfolio in Q3 2026, its #11 holding.
  • Prosperity Capital Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 16 quarters since.
  • 1,139 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Prosperity Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.