Visionary Horizons’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Visionary Horizons’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	$608K	Buy	12,101 +762	+7%	+$38.8K	0.24%	71
2026 Q2	$571K	Buy	11,339 +2,731	+32%	+$135K	0.24%	75
2026 Q1	$393K	Buy	8,608 +585	+7%	+$27.4K	0.19%	90
2025 Q4	$356K	Buy	8,023 +2,578	+47%	+$113K	0.18%	88
2025 Q3	$233K	Buy	+5,445	New	+$226K	0.13%	103

Other funds holding SPDW

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.58B AUM 16.34% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Visionary Horizons's SPDW Position: Q3 2026 in Review

Visionary Horizons increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 6.7% in Q3 2026, buying an estimated $38.8K and bringing the position to 12,101 shares worth $608K. The position accounts for 0.24% of the portfolio, ranked #71.

Visionary Horizons first reported a position in SPDW in Q3 2025 and has held it in 5 quarters since. 812 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

Visionary Horizons held 12,101 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $608K as of Q3 2026.
Visionary Horizons bought 762 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $38.8K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.24% of Visionary Horizons's portfolio in Q3 2026, its #71 holding.
Visionary Horizons 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.
812 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.