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Quantum Financial Planning Services’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Quantum Financial Planning Services’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 		$634K Sell
12,634
-59
-0.5% -$3K 0.17% 23
2026
Q2 		$640K Sell
12,693
-21
-0.2% -$1.04K 0.2% 24
2026
Q1 		$580K Hold
12,714
– – 0.21% 25
2025
Q4 		$565K Buy
12,714
+4,393
+53% +$192K 0.2% 25
2025
Q3 		$356K Buy
+8,321
New +$345K 0.14% 31

Other funds holding SPDW

Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Quantum Financial Planning Services's SPDW Position: Q3 2026 in Review

Quantum Financial Planning Services reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.46% in Q3 2026, selling an estimated $3K and leaving 12,634 shares worth $634K. The position accounts for 0.17% of the portfolio, ranked #23.

Quantum Financial Planning Services first reported a position in SPDW in Q3 2025 and has held it in 5 quarters since. The position peaked at $640K in Q2 2026. 282 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Quantum Financial Planning Services held 12,634 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $634K as of Q3 2026.
  • Quantum Financial Planning Services sold 59 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $3K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.17% of Quantum Financial Planning Services's portfolio in Q3 2026, its #23 holding.
  • Quantum Financial Planning Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2025 and has held it in 5 quarters since.
  • Quantum Financial Planning Services's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $640K in Q2 2026.
  • 282 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Quantum Financial Planning Services's 13F filing for Q3 2026, filed 14 Oct 2026.