Salem Investment Counselors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Salem Investment Counselors’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	–	Sell	-207	Closed	-$10.4K	–	1043
2026 Q2	$10.4K	Hold	207	–	–	﹤0.01%	891
2026 Q1	$9.45K	Buy	+207	New	+$9.71K	﹤0.01%	895
2025 Q4	–	Sell	-207	Closed	-$8.86K	–	1030
2025 Q3	$8.86K	Buy	207 +118	+133%	+$4.89K	﹤0.01%	906
2025 Q2	$3.6K	Buy	+89	New	+$3.41K	﹤0.01%	993
2022 Q3	–	Sell	-578	Closed	-$17K	–	1118
2022 Q2	$17K	Buy	+578	New	+$18.3K	﹤0.01%	694

Other funds holding SPDW

AOI

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

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

PWA

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

TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Salem Investment Counselors's SPDW Position: Q3 2026 in Review

Salem Investment Counselors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2026, closing a stake of 207 shares — an estimated $10.4K sold.

Salem Investment Counselors first reported a position in SPDW in Q2 2022 and held it in 5 quarters. The position peaked at $17K in Q2 2022. 187 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

Salem Investment Counselors reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2026 after selling out during the quarter.
Salem Investment Counselors sold 207 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $10.4K.
Salem Investment Counselors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2022 and held it in 5 quarters.
Salem Investment Counselors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $17K in Q2 2022.
187 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Salem Investment Counselors's 13F filing for Q3 2026, filed 13 Oct 2026.