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

World Equity 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	–	Sell	-28,884	Closed	-$1.46M	–	354
2026 Q2	$1.46M	Buy	28,884 +20,988	+266%	+$1.04M	0.33%	64
2026 Q1	$360K	Buy	7,896 +1,092	+16%	+$51.2K	0.09%	256
2025 Q4	$302K	Buy	6,804 +397	+6%	+$17.3K	0.08%	262
2025 Q3	$274K	Buy	+6,407	New	+$265K	0.06%	292
2024 Q3	–	Sell	-38,903	Closed	-$1.36M	–	308
2024 Q2	$1.36M	Buy	38,903 +1,464	+4%	+$52.1K	0.41%	70
2024 Q1	$1.34M	Sell	37,439 -648	-2%	-$22.3K	0.28%	95
2023 Q4	$1.3M	Sell	38,087 -7,079	-16%	-$225K	0.26%	94
2023 Q3	$1.4M	Sell	45,166 -15,796	-26%	-$510K	0.29%	85
2023 Q2	$1.98M	Sell	60,962 -62,777	-51%	-$2.05M	0.58%	37
2023 Q1	$2.1M	Buy	+123,739	New	+$3.91M	0.31%	75
2022 Q3	–	Sell	-21,323	Closed	-$615K	–	352
2022 Q2	$615K	Buy	21,323 +9,392	+79%	+$297K	0.15%	155
2022 Q1	$409K	Buy	+11,931	New	+$414K	0.09%	234

Other funds holding SPDW

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

World Equity Group's SPDW Position: Q3 2026 in Review

World Equity Group sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2026, closing a stake of 28,884 shares — an estimated $1.46M sold.

World Equity Group first reported a position in SPDW in Q1 2022 and held it in 12 quarters. The position peaked at $2.1M in Q1 2023. 373 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

World Equity Group reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2026 after selling out during the quarter.
World Equity Group sold 28,884 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $1.46M.
World Equity Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2022 and held it in 12 quarters.
World Equity Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.1M in Q1 2023.
373 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.