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

Root Financial Partners’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 		$476K Buy
9,490
+3,786
+66% +$193K 0.02% 232
2026
Q2 		$287K Sell
5,704
-155
-3% -$7.68K 0.01% 301
2026
Q1 		$267K Buy
5,859
+296
+5% +$13.9K 0.01% 278
2025
Q4 		$247K Buy
5,563
+2,732
+97% +$119K 0.01% 260
2025
Q3 		$121K Buy
+2,831
New +$117K 0.01% 386

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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

Root Financial Partners's SPDW Position: Q3 2026 in Review

Root Financial Partners increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 66% in Q3 2026, buying an estimated $193K and bringing the position to 9,490 shares worth $476K. The position accounts for 0.02% of the portfolio, ranked #232.

Root Financial Partners first reported a position in SPDW in Q3 2025 and has held it in 5 quarters since. 1,139 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Root Financial Partners held 9,490 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $476K as of Q3 2026.
  • Root Financial Partners bought 3,786 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $193K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #232 holding.
  • Root Financial Partners 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.
  • 1,139 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.