James T. Borello RIA’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

James T. Borello RIA’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	$30.1M	Buy	599,947 +63,059	+12%	+$3.21M	6.25%	4
2026 Q2	$27.1M	Buy	536,888 +15,069	+3%	+$747K	5.84%	4
2026 Q1	$23.8M	Buy	521,819 +6,739	+1%	+$316K	6.03%	4
2025 Q4	$22.9M	Sell	515,080 -196	-0%	-$8.56K	5.89%	5
2025 Q3	$22M	Sell	515,276 -2,853	-0.6%	-$118K	5.97%	5
2025 Q2	$21M	Buy	518,129 +4,625	+0.9%	+$177K	6.11%	5
2025 Q1	$18.7M	Buy	513,504 +10,693	+2%	+$386K	6%	5
2024 Q4	$17.2M	Buy	502,811 +594	+0.1%	+$21.3K	6.4%	4
2024 Q3	$18.9M	Sell	502,217 -6,017	-1%	-$217K	7.67%	4
2024 Q2	$17.8M	Sell	508,234 -1,198	-0.2%	-$42.6K	7.89%	4
2024 Q1	$18.3M	Buy	509,432 +24,809	+5%	+$852K	8.32%	4
2023 Q4	$16.5M	Buy	+484,623	New	+$15.4M	13.45%	2

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

James T. Borello RIA's SPDW Position: Q3 2026 in Review

James T. Borello RIA increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 12% in Q3 2026, buying an estimated $3.21M and bringing the position to 599,947 shares worth $30.1M. The position accounts for 6.25% of the portfolio, ranked #4.

James T. Borello RIA first reported a position in SPDW in Q4 2023 and has held it in 12 quarters since. 226 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

James T. Borello RIA held 599,947 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $30.1M as of Q3 2026.
James T. Borello RIA bought 63,059 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $3.21M.
State Street SPDR Portfolio Developed World ex-US ETF made up 6.25% of James T. Borello RIA's portfolio in Q3 2026, its #4 holding.
James T. Borello RIA first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 12 quarters since.
226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.