Global Wealth Strategies & Associates SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

Ownership history in Global Wealth Strategies & Associates  ·  9 quarters on record

AI Ownership Summary

Global Wealth Strategies & Associates reported SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF (SPDW) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows SPDW at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPDW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Wealth Strategies & Associates's position in SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SPDW was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Global Wealth Strategies & Associates held SPDW — position size vs. price
% of Fund (quarterly)    SPDW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 369 0% 0.00% $17K 2026-05-15 (Est.) $49.17
2025 Q4 UNCHANGED 369 0% 0.00% $16K 2026-01-02 $44.93
2025 Q3 UNCHANGED 369 0% 0.00% $16K 2025-10-02 $42.43
2025 Q2 UNCHANGED 369 0% 0.00% $15K 2025-07-07 $39.43
2025 Q1 UNCHANGED 369 0% 0.00% $13K 2025-04-02 $35.38
2024 Q4 REDUCED 16.5% +6.7% 369 -73 -16.5% 0.00% $13K 2025-01-02 $32.88
2024 Q3 UNCHANGED 442 0% 0.01% $17K 2024-10-01 $35.57
2024 Q2 UNCHANGED 442 0% 0.01% $16K 2024-07-02 $33.53
2024 Q1 INITIATED 442 0.01% $16K 2024-04-01 $33.39

FAQ About Global Wealth Strategies & Associates and SPDW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Global Wealth Strategies & Associates reported owning SPDW?

Global Wealth Strategies & Associates reported SPDW across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported SPDW position in Global Wealth Strategies & Associates's portfolio?

The largest reported portfolio weight for SPDW was 0.01% in 2024 Q1.

What is the latest reported SPDW position on this page?

The most recent filing on this page is 2026 Q1, when Global Wealth Strategies & Associates reported 369 shares, equal to 0.00% of portfolio, with an estimated market value of $17K.

What does the chart on this SPDW ownership page compare?

The chart compares Global Wealth Strategies & Associates's quarterly SPDW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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