VWM
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Valley Wealth Managers’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Valley Wealth Managers’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 		$61.8K Sell
1,231
-129
-9% -$6.56K ﹤0.01% 217
2026
Q2 		$68.5K Hold
1,360
– – ﹤0.01% 212
2026
Q1 		$62.1K Sell
1,360
-65
-5% -$3.05K ﹤0.01% 210
2025
Q4 		$63.3K Sell
1,425
-100
-7% -$4.37K ﹤0.01% 206
2025
Q3 		$65.3K Sell
1,525
-244
-14% -$10.1K ﹤0.01% 196
2025
Q2 		$71.6K Hold
1,769
– – 0.01% 185
2025
Q1 		$64.4K Hold
1,769
– – ﹤0.01% 195
2024
Q4 		$60.4K Sell
1,769
-2,820
-61% -$101K ﹤0.01% 203
2024
Q3 		$172K Hold
4,589
– – 0.01% 181
2024
Q2 		$161K Sell
4,589
-112
-2% -$3.98K 0.01% 190
2024
Q1 		$168K Sell
4,701
-100
-2% -$3.44K 0.01% 185
2023
Q4 		$163K Hold
4,801
– – 0.01% 187
2023
Q3 		$149K Sell
4,801
-249
-5% -$8.04K 0.01% 190
2023
Q2 		$164K Sell
5,050
-50
-1% -$1.63K 0.01% 170
2023
Q1 		$164K Hold
5,100
– – 0.01% 170
2022
Q4 		$151K Hold
5,100
– – 0.01% 177
2022
Q3 		$132K Sell
5,100
-725
-12% -$20.9K 0.01% 196
2022
Q2 		$168K Hold
5,825
– – 0.02% 201
2022
Q1 		$200K Hold
5,825
– – 0.02% 185
2021
Q4 		$212K Buy
5,825
+50
+0.9% +$1.84K 0.02% 188
2021
Q3 		$209K Hold
5,775
– – 0.02% 183
2021
Q2 		$212K Hold
5,775
– – 0.02% 193
2021
Q1 		$204K Buy
+5,775
New +$202K 0.02% 161

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

Valley Wealth Managers's SPDW Position: Q3 2026 in Review

Valley Wealth Managers reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 9.5% in Q3 2026, selling an estimated $6.56K and leaving 1,231 shares worth $61.8K. The position accounts for ﹤0.01% of the portfolio, ranked #217.

Valley Wealth Managers first reported a position in SPDW in Q1 2021 and has held it in 23 quarters since. The position peaked at $212K in Q4 2021. 71 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Valley Wealth Managers held 1,231 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $61.8K as of Q3 2026.
  • Valley Wealth Managers sold 129 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $6.56K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #217 holding.
  • Valley Wealth Managers first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2021 and has held it in 23 quarters since.
  • Valley Wealth Managers's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $212K in Q4 2021.
  • 71 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.