VisionPoint Advisory Group
SPDW icon

VisionPoint Advisory Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

VisionPoint Advisory Group’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 		$6.3M Buy
125,500
+24,618
+24% +$1.25M 0.99% 19
2026
Q2 		$5.08M Sell
100,882
-24,564
-20% -$1.22M 0.83% 25
2026
Q1 		$5.73M Buy
125,446
+22,291
+22% +$1.05M 1.08% 21
2025
Q4 		$4.58M Buy
103,155
+20,827
+25% +$910K 0.89% 22
2025
Q3 		$3.52M Buy
82,328
+22,972
+39% +$952K 0.7% 31
2025
Q2 		$2.4M Buy
59,356
+48,157
+430% +$1.85M 0.52% 54
2025
Q1 		$408K Buy
11,199
+6,703
+149% +$242K 0.14% 132
2024
Q4 		$153K Buy
4,496
+187
+4% +$6.7K 0.05% 206
2024
Q3 		$162K Sell
4,309
-6,584
-60% -$238K 0.05% 194
2024
Q2 		$382K Buy
10,893
+6,027
+124% +$214K 0.14% 123
2024
Q1 		$174K Sell
4,866
-1,123
-19% -$38.6K 0.06% 175
2023
Q4 		$204K Sell
5,989
-2,392
-29% -$75.9K 0.08% 149
2023
Q3 		$260K Buy
8,381
+5,136
+158% +$166K 0.11% 128
2023
Q2 		$106K Sell
3,245
-7,587
-70% -$248K 0.04% 167
2023
Q1 		$352K Buy
10,832
+293
+3% +$9.25K 0.16% 104
2022
Q4 		$341K Sell
10,539
-164,590
-94% -$4.72M 0.14% 96
2022
Q3 		$4.52M Buy
175,129
+16,825
+11% +$485K 2.17% 17
2022
Q2 		$4.86M Buy
158,304
+73,755
+87% +$2.33M 1.92% 20
2022
Q1 		$2.55M Buy
84,549
+53,277
+170% +$1.85M 1.18% 28
2021
Q4 		$1.1M Buy
31,272
+14,069
+82% +$517K 0.48% 46
2021
Q3 		$653K Buy
17,203
+5,713
+50% +$212K 0.29% 60
2021
Q2 		$423K Buy
11,490
+2,135
+23% +$79.2K 0.19% 75
2021
Q1 		$331K Buy
9,355
+2,309
+33% +$80.9K 0.16% 90
2020
Q4 		$238K Sell
7,046
-7,365
-51% -$232K 0.12% 126
2020
Q3 		$422K Buy
14,411
+2,994
+26% +$87.4K 0.18% 68
2020
Q2 		$328K Buy
+11,417
New +$299K 0.13% 72

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

VisionPoint Advisory Group's SPDW Position: Q3 2026 in Review

VisionPoint Advisory Group increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 24% in Q3 2026, buying an estimated $1.25M and bringing the position to 125,500 shares worth $6.3M. The position accounts for 0.99% of the portfolio, ranked #19.

VisionPoint Advisory Group first reported a position in SPDW in Q2 2020 and has held it in 26 quarters since. 250 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • VisionPoint Advisory Group held 125,500 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $6.3M as of Q3 2026.
  • VisionPoint Advisory Group bought 24,618 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $1.25M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.99% of VisionPoint Advisory Group's portfolio in Q3 2026, its #19 holding.
  • VisionPoint Advisory Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2020 and has held it in 26 quarters since.
  • 250 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.