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

Sherman 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 		$9.07M Buy
180,699
+12,822
+8% +$652K 6.45% 3
2026
Q2 		$8.46M Buy
167,877
+9,414
+6% +$467K 6.37% 3
2026
Q1 		$7.23M Buy
158,463
+17,028
+12% +$799K 6.21% 4
2025
Q4 		$6.28M Buy
+141,435
New +$6.18M 5.46% 4

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

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

Sherman Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 7.6% in Q3 2026, buying an estimated $652K and bringing the position to 180,699 shares worth $9.07M. The position accounts for 6.45% of the portfolio, ranked #3.

Sherman Wealth Management first reported a position in SPDW in Q4 2025 and has held it in 4 quarters since. 1,139 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Sherman Wealth Management held 180,699 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $9.07M as of Q3 2026.
  • Sherman Wealth Management bought 12,822 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $652K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 6.45% of Sherman Wealth Management's portfolio in Q3 2026, its #3 holding.
  • Sherman Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2025 and has held it in 4 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 Sherman Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.