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Toth Financial Advisory’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Toth Financial Advisory’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 		$27.3K Hold
544
– – ﹤0.01% 466
2026
Q2 		$27.4K Hold
544
– – ﹤0.01% 462
2026
Q1 		$24.8K Hold
544
– – ﹤0.01% 458
2025
Q4 		$24.2K Hold
544
– – ﹤0.01% 458
2025
Q3 		$23.3K Buy
+544
New +$22.5K ﹤0.01% 455

Other funds holding SPDW

GI
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
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Toth Financial Advisory's SPDW Position: Q3 2026 in Review

Toth Financial Advisory held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q3 2026 at 544 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Toth Financial Advisory first reported a position in SPDW in Q3 2025 and has held it in 5 quarters since. The position peaked at $27.4K in Q2 2026. 71 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Toth Financial Advisory held 544 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $27.3K as of Q3 2026.
  • Toth Financial Advisory left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #466 holding.
  • Toth Financial Advisory first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2025 and has held it in 5 quarters since.
  • Toth Financial Advisory's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $27.4K in Q2 2026.
  • 71 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.