SPDW β€” SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

Ownership history in Halpern Financial, Inc.  Β·  6 quarters on record

AI Ownership Summary

Halpern Financial, Inc. reported SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF (SPDW) in 6 quarterly 13F filings from 2023 Q3 through 2024 Q3. Peak portfolio weight reached 8.08% in 2024 Q3. The latest visible filing shows SPDW at 8.08% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPDW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Halpern Financial, Inc.'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
2024 Q3

SPDW was reported at 8.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.08% in 2024 Q3

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

Time in book
Holding Window
2023 Q3 to 2024 Q3

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.

SPDW stock page Halpern Financial, Inc. fund profile Halpern Financial, Inc. full holdings
How Halpern Financial, Inc. held SPDW β€” position size vs. price
% of Fund (quarterly)    SPDW price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 ADDED 842,980 +40,609 +5.1% 8.08% $31.4M 2024-11-14 (Est.) $33.39
2024 Q2 ADDED 802,371 +60,337 +8.1% 7.73% $28.1M 2024-07-09 $33.90
2024 Q1 ADDED 742,034 +44,120 +6.3% 7.68% $26.5M 2024-04-09 $33.42
2023 Q4 ADDED 697,914 +304,594 +77.4% 7.23% $23.3M 2024-01-19 $31.11
2023 Q3 ADDED 393,320 +355,924 +951.8% 4.21% $12.2M 2023-10-10 $28.84
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SPDW

As of 2025 Q4 β€” sorted by position size

Auto-Owners Insurance Co 3Y 18.31% McNamara Financial Services, Inc. 3Y 7Y 18.09% TRUEFG, LLC 3Y 16.51% Strategies Wealth Advisors, LLC 15.87% Stadion Money Management, LLC 3Y 7Y 15.86% Treasure Coast Financial Planning 3Y 12.94% RESTON WEALTH MANAGEMENT LLC 3Y 7Y 12.61% LANDMARK WEALTH MANAGEMENT, INC. 12.6% Auour Investments LLC 10.21% BRIGHTON SECURITIES CORP. 9.84%

FAQ About Halpern Financial, Inc. and SPDW

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

How long has Halpern Financial, Inc. reported owning SPDW?

Halpern Financial, Inc. reported SPDW across 5 quarterly 13F filings, from 2023 Q3 through 2024 Q3.

What was the largest reported SPDW position in Halpern Financial, Inc.'s portfolio?

The largest reported portfolio weight for SPDW was 8.08% in 2024 Q3.

What is the latest reported SPDW position on this page?

The most recent filing on this page is 2024 Q3, when Halpern Financial, Inc. reported 842,980 shares, equal to 8.08% of portfolio, with an estimated market value of $31.4M.

What does the chart on this SPDW ownership page compare?

The chart compares Halpern Financial, Inc.'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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