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

Richardson Financial 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	$3.54M	Buy	70,437 +6,863	+11%	+$349K	2.01%	9
2026 Q2	$3.2M	Sell	63,574 -17,382	-21%	-$862K	1.82%	8
2026 Q1	$3.7M	Sell	80,956 -10,969	-12%	-$515K	2.31%	6
2025 Q4	$4.08M	Buy	91,925 +12,745	+16%	+$557K	1.32%	7
2025 Q3	$3.39M	Buy	79,180 +12,802	+19%	+$530K	2.1%	6
2025 Q2	$2.68M	Sell	66,378 -52,692	-44%	-$2.02M	1.8%	8
2025 Q1	$4.34M	Buy	119,070 +36,071	+43%	+$1.3M	3.3%	4
2024 Q4	$2.84M	Sell	82,999 -42,997	-34%	-$1.54M	1.99%	8
2024 Q3	$4.42M	Buy	125,996 +1,627	+1%	+$58.7K	2.81%	7
2024 Q2	$4.36M	Buy	124,369 +38,966	+46%	+$1.39M	3.14%	5
2024 Q1	$3.07M	Sell	85,403 -4,857	-5%	-$167K	2.16%	5
2023 Q4	$3.07M	Buy	+90,260	New	+$2.87M	2.69%	4

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

Richardson Financial Services's SPDW Position: Q3 2026 in Review

Richardson Financial Services increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 11% in Q3 2026, buying an estimated $349K and bringing the position to 70,437 shares worth $3.54M. The position accounts for 2.01% of the portfolio, ranked #9.

Richardson Financial Services first reported a position in SPDW in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.42M in Q3 2024. 812 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

Richardson Financial Services held 70,437 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.54M as of Q3 2026.
Richardson Financial Services bought 6,863 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $349K.
State Street SPDR Portfolio Developed World ex-US ETF made up 2.01% of Richardson Financial Services's portfolio in Q3 2026, its #9 holding.
Richardson Financial Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 12 quarters since.
Richardson Financial Services's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $4.42M in Q3 2024.
812 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.