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Sound Income Strategies’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Sound Income Strategies’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
-30,420
Closed -$1.53M – 516
2026
Q2 		$1.53M Buy
30,420
+24,904
+451% +$1.23M 0.07% 178
2026
Q1 		$256K Buy
5,516
+5,103
+1,236% +$239K 0.01% 352
2025
Q4 		$19.1K Sell
413
-198
-32% -$8.65K ﹤0.01% 1172
2025
Q3 		$26.3K Hold
611
– – ﹤0.01% 738
2025
Q2 		$24.7K Buy
611
+571
+1,428% +$21.9K ﹤0.01% 702
2025
Q1 		$1.47K Hold
40
– – ﹤0.01% 1286
2024
Q4 		$1.38K Sell
40
-140
-78% -$5.01K ﹤0.01% 1235
2024
Q3 		$6.76K Sell
180
-319
-64% -$11.5K ﹤0.01% 887
2024
Q2 		$17.5K Buy
499
+1
+0.2% +$36 ﹤0.01% 657
2024
Q1 		$17.9K Hold
498
– – ﹤0.01% 618
2023
Q4 		$16.9K Sell
498
-409
-45% -$13K ﹤0.01% 626
2023
Q3 		$28.1K Buy
907
+456
+101% +$14.7K ﹤0.01% 385
2023
Q2 		$14.7K Buy
451
+1
+0.2% +$33 ﹤0.01% 489
2023
Q1 		$14.5K Sell
450
-323
-42% -$10.2K ﹤0.01% 472
2022
Q4 		$22.9K Buy
+773
New +$22.2K ﹤0.01% 371
2022
Q2 		– Sell
-1
Closed – – 946
2022
Q1 		$0 Hold
1
– – ﹤0.01% 933
2021
Q4 		$0 Hold
1
– – ﹤0.01% 884
2021
Q3 		$0 Hold
1
– – ﹤0.01% 901
2021
Q2 		$0 Sell
1
-1,228
-100% -$45.6K ﹤0.01% 1026
2021
Q1 		$43.5K Buy
1,229
+215
+21% +$7.54K 0.01% 237
2020
Q4 		$34K Buy
1,014
+9
+0.9% +$284 0.01% 250
2020
Q3 		$29K Hold
1,005
– – 0.01% 242
2020
Q2 		$28K Buy
1,005
+11
+1% +$288 0.01% 225
2020
Q1 		$24K Sell
994
-476
-32% -$13.6K 0.01% 217
2019
Q4 		$46K Buy
1,470
+13
+0.9% +$396 0.01% 137
2019
Q3 		$43K Buy
1,457
+18
+1% +$522 0.01% 134
2019
Q2 		$43K Hold
1,439
– – 0.01% 140
2019
Q1 		$42K Sell
1,439
-3,360
-70% -$95.7K 0.02% 142
2018
Q4 		$127K Sell
4,799
-1,123
-19% -$31.7K 0.07% 76
2018
Q3 		$182K Buy
5,922
+4,971
+523% +$152K 0.09% 61
2018
Q2 		$29K Buy
+951
New +$30.1K 0.02% 174

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Gradient Investments
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
T
TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Sound Income Strategies's SPDW Position: Q3 2026 in Review

Sound Income Strategies sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2026, closing a stake of 30,420 shares — an estimated $1.53M sold.

Sound Income Strategies first reported a position in SPDW in Q2 2018 and held it in 31 quarters. The position peaked at $1.53M in Q2 2026. 187 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Sound Income Strategies reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2026 after selling out during the quarter.
  • Sound Income Strategies sold 30,420 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $1.53M.
  • Sound Income Strategies first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2018 and held it in 31 quarters.
  • Sound Income Strategies's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.53M in Q2 2026.
  • 187 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.