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

USAdvisors 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 		$1.7M Sell
33,819
-294
-0.9% -$15K 0.48% 49
2026
Q2 		$1.72M Sell
34,113
-350
-1% -$17.4K 0.49% 49
2026
Q1 		$1.52M Sell
34,463
-1,148
-3% -$53.9K 0.51% 47
2025
Q4 		$1.58M Sell
35,611
-234
-0.7% -$10.2K 0.52% 46
2025
Q3 		$1.53M Sell
35,845
-1,124
-3% -$46.6K 0.53% 48
2025
Q2 		$1.5M Buy
36,969
+426
+1% +$16.3K 0.56% 47
2025
Q1 		$1.33M Sell
36,543
-15,216
-29% -$550K 0.46% 50
2024
Q4 		$1.77M Sell
51,759
-947
-2% -$33.9K 0.57% 44
2024
Q3 		$1.99M Sell
52,706
-12,594
-19% -$455K 0.7% 41
2024
Q2 		$2.29M Sell
65,300
-23,109
-26% -$822K 0.81% 37
2024
Q1 		$3.17M Buy
88,409
+4,233
+5% +$145K 1.2% 27
2023
Q4 		$2.86M Sell
84,176
-107,621
-56% -$3.42M 1.19% 29
2023
Q3 		$5.95M Sell
191,797
-3,353
-2% -$108K 2.65% 9
2023
Q2 		$6.37M Buy
195,150
+5,708
+3% +$186K 3.02% 7
2023
Q1 		$6.08M Sell
189,442
-24,907
-12% -$786K 2.9% 6
2022
Q4 		$6.36M Buy
214,349
+1,431
+0.7% +$41.1K 3.06% 6
2022
Q3 		$5.49M Sell
212,918
-468
-0.2% -$13.5K 2.81% 9
2022
Q2 		$6.15M Buy
213,386
+12,926
+6% +$409K 3.08% 8
2022
Q1 		$6.87M Sell
200,460
-360
-0.2% -$12.5K 2.93% 9
2021
Q4 		$7.33M Buy
200,820
+18,390
+10% +$676K 2.98% 11
2021
Q3 		$6.61M Buy
182,430
+14,505
+9% +$539K 2.86% 13
2021
Q2 		$6.18M Buy
167,925
+28,277
+20% +$1.05M 3.36% 9
2021
Q1 		$4.94M Buy
139,648
+62,072
+80% +$2.18M 2.39% 16
2020
Q4 		$2.62M Buy
+77,576
New +$2.44M 1.26% 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
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
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

USAdvisors Wealth Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.86% in Q3 2026, selling an estimated $15K and leaving 33,819 shares worth $1.7M. The position accounts for 0.48% of the portfolio, ranked #49.

USAdvisors Wealth Management first reported a position in SPDW in Q4 2020 and has held it in 24 quarters since. The position peaked at $7.33M in Q4 2021. 1,036 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • USAdvisors Wealth Management held 33,819 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.7M as of Q3 2026.
  • USAdvisors Wealth Management sold 294 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $15K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.48% of USAdvisors Wealth Management's portfolio in Q3 2026, its #49 holding.
  • USAdvisors Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and has held it in 24 quarters since.
  • USAdvisors Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $7.33M in Q4 2021.
  • 1,036 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on USAdvisors Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.