QP Wealth Management
SPDW icon

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

QP 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 		$5.05M Buy
100,631
+1,193
+1% +$60.7K 7.6% 1
2026
Q2 		$5.01M Buy
99,438
+6,157
+7% +$305K 7.15% 1
2026
Q1 		$4.26M Sell
93,281
-38,524
-29% -$1.81M 7.3% 1
2025
Q4 		$5.85M Buy
+131,805
New +$5.76M 5.16% 3
2023
Q3 		$2.36M Buy
76,069
+7,530
+11% +$243K 4.12% 5
2023
Q2 		$2.23M Buy
68,539
+6,479
+10% +$211K 3.54% 8
2023
Q1 		$1.99M Buy
62,060
+28,493
+85% +$899K 3.26% 8
2022
Q4 		$997K Sell
33,567
-61,217
-65% -$1.76M 1.55% 28
2022
Q3 		$2.46M Sell
94,784
-880
-0.9% -$25.4K 3.54% 8
2022
Q2 		$2.76M Sell
95,664
-1,251
-1% -$39.6K 3.78% 8
2022
Q1 		$3.32M Sell
96,915
-7,252
-7% -$252K 3.71% 6
2021
Q4 		$3.8M Buy
104,167
+12,943
+14% +$476K 4.03% 5
2021
Q3 		$3.3M Sell
91,224
-662
-0.7% -$24.6K 3.54% 9
2021
Q2 		$3.38M Buy
91,886
+17,411
+23% +$646K 3.46% 8
2021
Q1 		$2.63M Buy
+74,475
New +$2.61M 2.86% 11

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
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Vicus Capital
Vicus Capital State College, Pennsylvania $1.58B AUM 16.34% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

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

QP Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.2% in Q3 2026, buying an estimated $60.7K and bringing the position to 100,631 shares worth $5.05M. The position accounts for 7.6% of the portfolio, ranked #1.

QP Wealth Management first reported a position in SPDW in Q1 2021 and has held it in 15 quarters since. The position peaked at $5.85M in Q4 2025. 826 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • QP Wealth Management held 100,631 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $5.05M as of Q3 2026.
  • QP Wealth Management bought 1,193 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $60.7K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 7.6% of QP Wealth Management's portfolio in Q3 2026, its #1 holding.
  • QP Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2021 and has held it in 15 quarters since.
  • QP Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $5.85M in Q4 2025.
  • 826 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on QP Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.