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

Puff Wealth Management’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	$3.26M	Sell	64,948 -21,412	-25%	-$1.09M	3.08%	6
2026 Q2	$4.35M	Buy	+86,360	New	+$4.28M	4.44%	4
2025 Q4	$3.5M	Buy	77,866 +13,910	+22%	+$608K	4.52%	3
2025 Q3	$2.74M	Buy	63,956 +21,817	+52%	+$904K	4.16%	7
2025 Q2	$1.71M	Buy	42,139 +14,613	+53%	+$560K	1.24%	25
2025 Q1	$1M	Sell	27,526 -7,282	-21%	-$263K	0.94%	33
2024 Q4	$1.19M	Buy	+34,808	New	+$1.25M	2.07%	14

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

Puff Wealth Management's SPDW Position: Q3 2026 in Review

Puff Wealth Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 25% in Q3 2026, selling an estimated $1.09M and leaving 64,948 shares worth $3.26M. The position accounts for 3.08% of the portfolio, ranked #6.

Puff Wealth Management first reported a position in SPDW in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.35M in Q2 2026. 113 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

Puff Wealth Management held 64,948 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.26M as of Q3 2026.
Puff Wealth Management sold 21,412 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $1.09M.
State Street SPDR Portfolio Developed World ex-US ETF made up 3.08% of Puff Wealth Management's portfolio in Q3 2026, its #6 holding.
Puff Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 7 quarters since.
Puff Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $4.35M in Q2 2026.
113 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.