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Wedmont Private Capital’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Wedmont Private Capital’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 		$2.15M Sell
43,372
-5,282
-11% -$269K 0.05% 194
2026
Q2 		$2.45M Buy
48,654
+9
+0% +$446 0.07% 155
2026
Q1 		$2.35M Buy
48,645
+287
+0.6% +$13.5K 0.08% 146
2025
Q4 		$2.2M Buy
48,358
+5,495
+13% +$240K 0.08% 148
2025
Q3 		$1.86M Hold
42,863
– – 0.07% 174
2025
Q2 		$1.74M Sell
42,863
-599
-1% -$23K 0.07% 168
2025
Q1 		$1.54M Buy
43,462
+7,204
+20% +$260K 0.08% 154
2024
Q4 		$1.23M Buy
36,258
+19,855
+121% +$711K 0.06% 182
2024
Q3 		$606K Buy
16,403
+383
+2% +$13.8K 0.03% 308
2024
Q2 		$586K Buy
16,020
+3
+0% +$107 0.04% 304
2024
Q1 		$572K Hold
16,017
– – 0.04% 294
2023
Q4 		$542K Buy
16,017
+1
+0% +$32 0.04% 289
2023
Q3 		$492K Hold
16,016
– – 0.05% 257
2023
Q2 		$533K Buy
+16,016
New +$523K 0.06% 228

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

Wedmont Private Capital's SPDW Position: Q3 2026 in Review

Wedmont Private Capital reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 11% in Q3 2026, selling an estimated $269K and leaving 43,372 shares worth $2.15M. The position accounts for 0.05% of the portfolio, ranked #194.

Wedmont Private Capital first reported a position in SPDW in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.45M in Q2 2026. 71 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Wedmont Private Capital held 43,372 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.15M as of Q3 2026.
  • Wedmont Private Capital sold 5,282 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $269K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.05% of Wedmont Private Capital's portfolio in Q3 2026, its #194 holding.
  • Wedmont Private Capital first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2023 and has held it in 14 quarters since.
  • Wedmont Private Capital's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.45M in Q2 2026.
  • 71 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.