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

Upper Left 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 		$745K Hold
14,837
– – 0.39% 44
2026
Q2 		$748K Sell
14,837
-361
-2% -$17.9K 0.41% 46
2026
Q1 		$694K Sell
15,198
-2,870
-16% -$135K 0.41% 44
2025
Q4 		$802K Sell
18,068
-644
-3% -$28.1K 0.49% 40
2025
Q3 		$801K Sell
18,712
-482
-3% -$20K 0.5% 41
2025
Q2 		$777K Sell
19,194
-2,198
-10% -$84.3K 0.52% 41
2025
Q1 		$779K Sell
21,392
-705
-3% -$25.5K 0.56% 36
2024
Q4 		$754K Hold
22,097
– – 0.65% 39
2024
Q3 		$821K Sell
22,097
-451
-2% -$16.3K 0.72% 38
2024
Q2 		$791K Buy
22,548
+2,156
+11% +$76.7K 0.71% 36
2024
Q1 		$731K Hold
20,392
– – 0.68% 37
2023
Q4 		$694K Buy
20,392
+573
+3% +$18.2K 0.68% 38
2023
Q3 		$615K Sell
19,819
-1,517
-7% -$49K 0.64% 35
2023
Q2 		$694K Hold
21,336
– – 0.77% 33
2023
Q1 		$685K Sell
21,336
-2,226
-9% -$70.3K 0.78% 32
2022
Q4 		$700K Sell
23,562
-3,453
-13% -$99.1K 0.83% 34
2022
Q3 		$714K Sell
27,015
-11,100
-29% -$320K 0.93% 33
2022
Q2 		$1.1M Buy
38,115
+8,530
+29% +$270K 1.27% 25
2022
Q1 		$1.02M Buy
29,585
+2,400
+9% +$83.3K 1.06% 27
2021
Q4 		$998K Buy
+27,185
New +$1000K 1% 25

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

Upper Left Wealth Management's SPDW Position: Q3 2026 in Review

Upper Left Wealth Management held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q3 2026 at 14,837 shares worth $745K. The position accounts for 0.39% of the portfolio, ranked #44.

Upper Left Wealth Management first reported a position in SPDW in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.1M in Q2 2022. 264 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Upper Left Wealth Management held 14,837 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $745K as of Q3 2026.
  • Upper Left Wealth Management 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 0.39% of Upper Left Wealth Management's portfolio in Q3 2026, its #44 holding.
  • Upper Left Wealth Management 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.
  • Upper Left Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.1M in Q2 2022.
  • 264 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.