Sterling Wealth Management
SPDW icon

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

Sterling 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 		$1.43M Sell
28,505
-3,873
-12% -$197K 0.37% 40
2026
Q2 		$1.63M Buy
32,378
+460
+1% +$22.8K 0.41% 36
2026
Q1 		$1.46M Hold
31,918
– – 0.4% 34
2025
Q4 		$1.42M Sell
31,918
-1,805
-5% -$78.9K 0.4% 33
2025
Q3 		$1.44M Hold
33,723
– – 0.44% 36
2025
Q2 		$1.37M Buy
+33,723
New +$1.29M 0.47% 34
2024
Q4 		$1.13M Sell
33,170
-777
-2% -$27.8K 0.42% 37
2024
Q3 		$1.28M Sell
33,947
-695
-2% -$25.1K 0.48% 36
2024
Q2 		$1.22M Buy
34,642
+598
+2% +$21.3K 0.58% 31
2024
Q1 		$1.22M Hold
34,044
– – 0.61% 28
2023
Q4 		$1.16M Buy
+34,044
New +$1.08M 0.65% 22

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

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

Sterling Wealth Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 12% in Q3 2026, selling an estimated $197K and leaving 28,505 shares worth $1.43M. The position accounts for 0.37% of the portfolio, ranked #40.

Sterling Wealth Management first reported a position in SPDW in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.63M in Q2 2026. 812 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Sterling Wealth Management held 28,505 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.43M as of Q3 2026.
  • Sterling Wealth Management sold 3,873 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $197K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.37% of Sterling Wealth Management's portfolio in Q3 2026, its #40 holding.
  • Sterling Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 11 quarters since.
  • Sterling Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.63M in Q2 2026.
  • 812 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

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