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

RMG 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 		$62.4K Buy
1,267
+555
+78% +$28.2K 0.01% 156
2026
Q2 		$37K Buy
+712
New +$35.3K ﹤0.01% 195
2025
Q4 		– Sell
-40
Closed -$1.73K – 489
2025
Q3 		$1.73K Buy
+40
New +$1.66K ﹤0.01% 291

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

RMG Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 78% in Q3 2026, buying an estimated $28.2K and bringing the position to 1,267 shares worth $62.4K. The position accounts for 0.01% of the portfolio, ranked #156.

RMG Wealth Management first reported a position in SPDW in Q3 2025 and has held it in 3 quarters since. 939 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • RMG Wealth Management held 1,267 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $62.4K as of Q3 2026.
  • RMG Wealth Management bought 555 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $28.2K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of RMG Wealth Management's portfolio in Q3 2026, its #156 holding.
  • RMG Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2025 and has held it in 3 quarters since.
  • 939 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on RMG Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.