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

Weitzel Financial Services’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 		$5.86M Buy
116,350
+7,655
+7% +$389K 1.97% 14
2026
Q2 		$5.43M Buy
108,695
+14,497
+15% +$719K 1.85% 15
2026
Q1 		$4.37M Buy
94,198
+5,552
+6% +$261K 1.65% 14
2025
Q4 		$3.98M Buy
88,646
+9,525
+12% +$416K 1.54% 16
2025
Q3 		$3.37M Buy
79,121
+9,177
+13% +$380K 1.37% 17
2025
Q2 		$2.87M Buy
69,944
+5,393
+8% +$207K 1.22% 17
2025
Q1 		$2.31M Buy
64,551
+2,154
+3% +$77.8K 1.1% 18
2024
Q4 		$2.14M Buy
62,397
+134
+0.2% +$4.8K 1.01% 18
2024
Q3 		$2.33M Buy
62,263
+1,143
+2% +$41.3K 1.09% 19
2024
Q2 		$2.15M Sell
61,120
-1,052
-2% -$37.4K 1.07% 19
2024
Q1 		$2.21M Sell
62,172
-3,503
-5% -$120K 1.12% 19
2023
Q4 		$2.22M Buy
65,675
+1,292
+2% +$41K 1.19% 20
2023
Q3 		$1.94M Sell
64,383
-3,993
-6% -$129K 1.13% 19
2023
Q2 		$2.22M Buy
68,376
+2,362
+4% +$77.1K 1.26% 17
2023
Q1 		$2.14M Sell
66,014
-1,136
-2% -$35.9K 1.29% 15
2022
Q4 		$1.99M Sell
67,150
-2,142
-3% -$61.5K 1.27% 16
2022
Q3 		$1.79M Sell
69,292
-14,170
-17% -$409K 1.26% 16
2022
Q2 		$2.41M Sell
83,462
-4,090
-5% -$129K 1.62% 14
2022
Q1 		$3M Sell
87,552
-1,136
-1% -$39.4K 1.92% 11
2021
Q4 		$3.24M Buy
88,688
+3,438
+4% +$126K 1.95% 10
2021
Q3 		$3.1M Buy
85,250
+5,281
+7% +$196K 2.01% 10
2021
Q2 		$2.94M Buy
79,969
+1,414
+2% +$52.5K 1.94% 10
2021
Q1 		$2.84M Sell
78,555
-2,344
-3% -$82.2K 1.98% 11
2020
Q4 		$2.88M Buy
+80,899
New +$2.55M 2.15% 10

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
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 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

Weitzel Financial Services's SPDW Position: Q3 2026 in Review

Weitzel Financial Services increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 7% in Q3 2026, buying an estimated $389K and bringing the position to 116,350 shares worth $5.86M. The position accounts for 1.97% of the portfolio, ranked #14.

Weitzel Financial Services first reported a position in SPDW in Q4 2020 and has held it in 24 quarters since. 311 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Weitzel Financial Services held 116,350 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $5.86M as of Q3 2026.
  • Weitzel Financial Services bought 7,655 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $389K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.97% of Weitzel Financial Services's portfolio in Q3 2026, its #14 holding.
  • Weitzel Financial Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and has held it in 24 quarters since.
  • 311 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Weitzel Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.