Schneider Downs Wealth Management Advisors
SPDW icon

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

Schneider Downs Wealth Management Advisors’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 		$93M Buy
1,851,293
+28,563
+2% +$1.45M 8.63% 2
2026
Q2 		$91.8M Buy
1,822,730
+17,989
+1% +$892K 8.63% 2
2026
Q1 		$82.4M Buy
1,804,741
+30,650
+2% +$1.44M 9.09% 2
2025
Q4 		$78.8M Buy
1,774,091
+48,826
+3% +$2.13M 8.88% 2
2025
Q3 		$73.8M Buy
1,725,265
+46,411
+3% +$1.92M 8.76% 2
2025
Q2 		$68M Buy
1,678,854
+102,590
+7% +$3.93M 10.16% 1
2025
Q1 		$57.4M Buy
1,576,264
+109,102
+7% +$3.94M 10.4% 2
2024
Q4 		$50.1M Buy
1,467,162
+109,349
+8% +$3.92M 9.42% 2
2024
Q3 		$51M Buy
1,357,813
+46,732
+4% +$1.69M 10.44% 2
2024
Q2 		$46M Buy
1,311,081
+33,821
+3% +$1.2M 10.23% 2
2024
Q1 		$45.8M Buy
1,277,260
+104,918
+9% +$3.6M 10.55% 1
2023
Q4 		$39.9M Buy
1,172,342
+152,269
+15% +$4.83M 10.37% 1
2023
Q3 		$31.6M Buy
1,020,073
+199,924
+24% +$6.46M 7.33% 3
2023
Q2 		$26.7M Buy
820,149
+166,196
+25% +$5.42M 6.1% 3
2023
Q1 		$21M Buy
653,953
+45,157
+7% +$1.43M 4.31% 4
2022
Q4 		$18.1M Buy
608,796
+328,961
+118% +$9.44M 3.96% 4
2022
Q3 		$7.22M Sell
279,835
-46,281
-14% -$1.33M 2.12% 9
2022
Q2 		$9.4M Buy
326,116
+122,821
+60% +$3.89M 2.63% 9
2022
Q1 		$6.97M Buy
203,295
+31,118
+18% +$1.08M 1.78% 12
2021
Q4 		$6.28M Buy
172,177
+17,926
+12% +$659K 1.5% 14
2021
Q3 		$5.58M Buy
154,251
+4,995
+3% +$185K 1.44% 13
2021
Q2 		$5.49M Buy
149,256
+8,291
+6% +$308K 1.42% 12
2021
Q1 		$4.98M Buy
140,965
+5,343
+4% +$187K 1.22% 13
2020
Q4 		$4.58M Buy
135,622
+211
+0.2% +$6.65K 1.27% 13
2020
Q3 		$3.96M Sell
135,411
-15,024
-10% -$439K 1.33% 13
2020
Q2 		$4.16M Sell
150,435
-642,846
-81% -$16.8M 1.42% 12
2020
Q1 		$19M Buy
+793,281
New +$22.7M 6.96% 2

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
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Vicus Capital
Vicus Capital State College, Pennsylvania $1.58B AUM 16.34% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's SPDW Position: Q3 2026 in Review

Schneider Downs Wealth Management Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.6% in Q3 2026, buying an estimated $1.45M and bringing the position to 1,851,293 shares worth $93M. The position accounts for 8.63% of the portfolio, ranked #2.

Schneider Downs Wealth Management Advisors first reported a position in SPDW in Q1 2020 and has held it in 27 quarters since. 816 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Schneider Downs Wealth Management Advisors held 1,851,293 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $93M as of Q3 2026.
  • Schneider Downs Wealth Management Advisors bought 28,563 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $1.45M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 8.63% of Schneider Downs Wealth Management Advisors's portfolio in Q3 2026, its #2 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2020 and has held it in 27 quarters since.
  • 816 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.