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

Sage Advisory 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	$13.1M	Sell	261,262 -28,785	-10%	-$1.46M	7.07%	4
2026 Q2	$14.6M	Buy	290,047 +6,963	+2%	+$345K	7.19%	4
2026 Q1	$12.9M	Sell	283,084 -175	-0.1%	-$8.21K	7.08%	4
2025 Q4	$12.6M	Buy	283,259 +92,651	+49%	+$4.05M	6.85%	3
2025 Q3	$8.16M	Sell	190,608 -6,645	-3%	-$275K	4.28%	8
2025 Q2	$7.99M	Buy	+197,253	New	+$7.56M	4.35%	8

Other funds holding SPDW

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

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Sage Advisory Services's SPDW Position: Q3 2026 in Review

Sage Advisory Services reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 9.9% in Q3 2026, selling an estimated $1.46M and leaving 261,262 shares worth $13.1M. The position accounts for 7.07% of the portfolio, ranked #4.

Sage Advisory Services first reported a position in SPDW in Q2 2025 and has held it in 6 quarters since. The position peaked at $14.6M in Q2 2026. 560 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

Sage Advisory Services held 261,262 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $13.1M as of Q3 2026.
Sage Advisory Services sold 28,785 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $1.46M.
State Street SPDR Portfolio Developed World ex-US ETF made up 7.07% of Sage Advisory Services's portfolio in Q3 2026, its #4 holding.
Sage Advisory Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2025 and has held it in 6 quarters since.
Sage Advisory Services's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $14.6M in Q2 2026.
560 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Sage Advisory Services's 13F filing for Q3 2026, filed 29 Oct 2026.