SSW
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Stone Summit Wealth’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Stone Summit Wealth’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 		$781K Sell
15,548
-1,371
-8% -$69.7K 0.21% 76
2026
Q2 		$853K Buy
16,919
+140
+0.8% +$6.94K 0.22% 74
2026
Q1 		$766K Buy
16,779
+468
+3% +$22K 0.21% 76
2025
Q4 		$724K Buy
16,311
+916
+6% +$40K 0.2% 77
2025
Q3 		$659K Sell
15,395
-1,110
-7% -$46K 0.19% 85
2025
Q2 		$668K Sell
16,505
-1,519
-8% -$58.2K 0.21% 84
2025
Q1 		$656K Sell
18,024
-459
-2% -$16.6K 0.22% 80
2024
Q4 		$631K Sell
18,483
-157
-0.8% -$5.62K 0.21% 86
2024
Q3 		$700K Sell
18,640
-125
-0.7% -$4.51K 0.23% 82
2024
Q2 		$658K Buy
18,765
+82
+0.4% +$2.92K 0.24% 79
2024
Q1 		$670K Sell
18,683
-335
-2% -$11.5K 0.23% 85
2023
Q4 		$647K Buy
19,018
+1,640
+9% +$52.1K 0.25% 87
2023
Q3 		$539K Buy
17,378
+143
+0.8% +$4.62K 0.23% 92
2023
Q2 		$561K Buy
17,235
+424
+3% +$13.8K 0.23% 88
2023
Q1 		$540K Sell
16,811
-4,042
-19% -$128K 0.24% 85
2022
Q4 		$619K Sell
20,853
-3,280
-14% -$94.1K 0.3% 81
2022
Q3 		$623K Sell
24,133
-4,255
-15% -$123K 0.38% 71
2022
Q2 		$819K Sell
28,388
-1,691
-6% -$53.5K 0.49% 62
2022
Q1 		$1.04M Sell
30,079
-1,658
-5% -$57.5K 0.58% 56
2021
Q4 		$1.16M Buy
+31,737
New +$1.17M 0.94% 41

Other funds holding SPDW

Auto-Owners Insurance
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
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Peterson Wealth Advisors
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
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Stone Summit Wealth's SPDW Position: Q3 2026 in Review

Stone Summit Wealth reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 8.1% in Q3 2026, selling an estimated $69.7K and leaving 15,548 shares worth $781K. The position accounts for 0.21% of the portfolio, ranked #76.

Stone Summit Wealth first reported a position in SPDW in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.16M in Q4 2021. 274 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Stone Summit Wealth held 15,548 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $781K as of Q3 2026.
  • Stone Summit Wealth sold 1,371 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $69.7K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.21% of Stone Summit Wealth's portfolio in Q3 2026, its #76 holding.
  • Stone Summit Wealth 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.
  • Stone Summit Wealth's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.16M in Q4 2021.
  • 274 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.