Stevens Capital Partners
SPDW icon

Stevens Capital Partners’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Stevens Capital Partners’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 		$4.27M Buy
84,972
+310
+0.4% +$15.8K 0.74% 35
2026
Q2 		$4.27M Buy
84,662
+373
+0.4% +$18.5K 0.81% 29
2026
Q1 		$3.85M Buy
84,289
+39,808
+89% +$1.87M 0.93% 28
2025
Q4 		$1.98M Buy
44,481
+3,863
+10% +$169K 0.52% 40
2025
Q3 		$1.74M Buy
40,618
+5,293
+15% +$219K 0.52% 40
2025
Q2 		$1.44M Sell
35,325
-2,611
-7% -$100K 0.52% 38
2025
Q1 		$1.38M Sell
37,936
-8,540
-18% -$309K 0.65% 30
2024
Q4 		$1.59M Sell
46,476
-3,324
-7% -$119K 0.72% 24
2024
Q3 		$1.87M Buy
49,800
+1,686
+4% +$60.9K 0.89% 22
2024
Q2 		$1.69M Buy
48,114
+244
+0.5% +$8.68K 0.87% 22
2024
Q1 		$1.72M Buy
47,870
+6,208
+15% +$213K 1.02% 21
2023
Q4 		$1.42M Sell
41,662
-2,199
-5% -$69.8K 0.99% 21
2023
Q3 		$1.36M Buy
43,861
+4,672
+12% +$151K 1.09% 19
2023
Q2 		$1.28M Sell
39,189
-929
-2% -$30.3K 0.99% 22
2023
Q1 		$1.29M Sell
40,118
-7,413
-16% -$234K 1.08% 21
2022
Q4 		$1.41M Buy
+47,531
New +$1.36M 1.25% 19

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Stevens Capital Partners's SPDW Position: Q3 2026 in Review

Stevens Capital Partners increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.37% in Q3 2026, buying an estimated $15.8K and bringing the position to 84,972 shares worth $4.27M. The position accounts for 0.74% of the portfolio, ranked #35.

Stevens Capital Partners first reported a position in SPDW in Q4 2022 and has held it in 16 quarters since. 937 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Stevens Capital Partners held 84,972 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $4.27M as of Q3 2026.
  • Stevens Capital Partners bought 310 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $15.8K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.74% of Stevens Capital Partners's portfolio in Q3 2026, its #35 holding.
  • Stevens Capital Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 16 quarters since.
  • 937 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Stevens Capital Partners's 13F filing for Q3 2026, filed 29 Oct 2026.