SFG Wealth Management
SPDW icon

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

SFG 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 		$1.19M Buy
23,728
+470
+2% +$23.9K 0.42% 39
2026
Q2 		$1.17M Buy
23,258
+15,239
+190% +$755K 0.42% 40
2026
Q1 		$366K Buy
8,019
+97
+1% +$4.55K 0.15% 82
2025
Q4 		$352K Buy
7,922
+159
+2% +$6.95K 0.14% 99
2025
Q3 		$332K Sell
7,763
-124
-2% -$5.14K 0.14% 105
2025
Q2 		$319K Sell
7,887
-53
-0.7% -$2.03K 0.19% 64
2025
Q1 		$289K Sell
7,940
-1,013
-11% -$36.6K 0.14% 98
2024
Q4 		$306K Buy
8,953
+771
+9% +$27.6K 0.16% 74
2024
Q3 		$307K Sell
8,182
-606
-7% -$21.9K 0.16% 73
2024
Q2 		$308K Sell
8,788
-51
-0.6% -$1.81K 0.18% 74
2024
Q1 		$317K Sell
8,839
-1,651
-16% -$56.7K 0.19% 72
2023
Q4 		$357K Sell
10,490
-415
-4% -$13.2K 0.24% 62
2023
Q3 		$338K Sell
10,905
-3,310
-23% -$107K 0.27% 62
2023
Q2 		$463K Sell
14,215
-1,516
-10% -$49.5K 0.39% 48
2023
Q1 		$505K Sell
15,731
-4,196
-21% -$132K 0.56% 32
2022
Q4 		$592K Sell
19,927
-83,696
-81% -$2.4M 0.73% 28
2022
Q3 		$2.67M Buy
103,623
+4,851
+5% +$140K 3.61% 6
2022
Q2 		$2.85M Buy
98,772
+12,253
+14% +$388K 3.32% 6
2022
Q1 		$2.97M Buy
86,519
+44,763
+107% +$1.55M 2.78% 10
2021
Q4 		$1.52M Buy
+41,756
New +$1.54M 1.35% 26

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

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

SFG Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2% in Q3 2026, buying an estimated $23.9K and bringing the position to 23,728 shares worth $1.19M. The position accounts for 0.42% of the portfolio, ranked #39.

SFG Wealth Management first reported a position in SPDW in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.97M in Q1 2022. 1,139 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • SFG Wealth Management held 23,728 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.19M as of Q3 2026.
  • SFG Wealth Management bought 470 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $23.9K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.42% of SFG Wealth Management's portfolio in Q3 2026, its #39 holding.
  • SFG Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 20 quarters since.
  • SFG Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.97M in Q1 2022.
  • 1,139 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on SFG Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.