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

Valeo Financial Advisors’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	$468K	Buy	18,713 +719	+4%	+$36.6K	0.01%	478
2026 Q2	$433K	Buy	17,994 +469	+3%	+$23.2K	0.01%	493
2026 Q1	$372K	Buy	17,525 +3,729	+27%	+$175K	0.01%	476
2025 Q4	$359K	Hold	13,796	–	–	0.01%	561
2025 Q3	$346K	Sell	13,796 -1,012	-7%	-$41.9K	0.01%	565
2025 Q2	$368K	Buy	14,808 +5,089	+52%	+$195K	0.01%	516
2025 Q1	$354K	Buy	9,719 +1,775	+22%	+$64.1K	0.01%	490
2024 Q4	$271K	Hold	7,944	–	–	0.01%	578
2024 Q3	$298K	Sell	7,944 -25	-0.3%	-$902	0.01%	528
2024 Q2	$280K	Buy	7,969 +25	+0.3%	+$889	0.01%	527
2024 Q1	$277K	Buy	+7,944	New	+$273K	0.01%	530
2023 Q4	–	Sell	-11,029	Closed	-$342K	–	710
2023 Q3	$342K	Buy	+11,029	New	+$356K	0.02%	423
2021 Q2	–	Sell	-825	Closed	-$29K	–	1628
2021 Q1	$29K	Buy	+825	New	+$28.9K	﹤0.01%	1045

Other funds holding SPDW

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

Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Valeo Financial Advisors's SPDW Position: Q3 2026 in Review

Valeo Financial Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 4% in Q3 2026, buying an estimated $36.6K and bringing the position to 18,713 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #478.

Valeo Financial Advisors first reported a position in SPDW in Q1 2021 and has held it in 13 quarters since. 71 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

Valeo Financial Advisors held 18,713 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $468K as of Q3 2026.
Valeo Financial Advisors bought 719 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $36.6K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #478 holding.
Valeo Financial Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2021 and has held it in 13 quarters since.
71 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

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