SPDW — SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

Ownership history in INVENIO WEALTH PARTNERS LLC  ·  10 quarters on record

AI Ownership Summary

INVENIO WEALTH PARTNERS LLC reported SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF (SPDW) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 6.24% in 2024 Q2. The latest visible filing shows SPDW at 5.50% 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 INVENIO WEALTH PARTNERS LLC'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
2025 Q4

SPDW was reported at 5.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.24% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 INVENIO WEALTH PARTNERS LLC fund profile INVENIO WEALTH PARTNERS LLC full holdings
How INVENIO WEALTH PARTNERS LLC held SPDW — position size vs. price
% of Fund (quarterly)    SPDW price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 333,280 -15,195 -4.4% 5.50% $14.8M 2026-02-14 (Est.) $48.82
2025 Q3 ADDED 348,475 +1,788 +0.5% 5.43% $14.9M 2025-11-13 $43.03
2025 Q2 REDUCED 346,687 -6,685 -1.9% 5.58% $14.0M 2025-08-11 $40.30
2025 Q1 REDUCED 353,372 -4,923 -1.4% 5.40% $12.9M 2025-05-13 $37.37
2024 Q4 REDUCED 358,295 -10,881 -2.9% 5.12% $12.2M 2025-02-12 $35.04
2024 Q3 ADDED 369,176 +10,086 +2.8% 6.00% $13.9M 2024-11-13 $33.37
2024 Q2 ADDED 359,090 +40,186 +12.6% 6.24% $12.6M 2024-08-12 $33.06
2024 Q1 ADDED 318,904 +103,006 +47.7% 6.16% $11.4M 2024-05-09 $33.62
2023 Q4 ADDED 215,898 +31,599 +17.1% 5.31% $7.3M 2024-02-09 $31.69
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPDW

As of 2026 Q1 — sorted by position size

LEGACY SOLUTIONS, LLC 8.27% IFS Advisors, LLC 3Y 4.36% Boltwood Capital Management 3Y 7Y 3.2% WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 2.83% Rosenberg Matthew Hamilton 3Y 2.22% G&S Capital LLC 3Y 7Y 1.44% Financial Insights, Inc. 3Y 7Y 1.4% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 1.13% Ridgewood Investments LLC 3Y 7Y 0.64% PARK AVENUE SECURITIES LLC 3Y 7Y 0.64%

FAQ About INVENIO WEALTH PARTNERS LLC and SPDW

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

How long has INVENIO WEALTH PARTNERS LLC reported owning SPDW?

INVENIO WEALTH PARTNERS LLC reported SPDW across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPDW position in INVENIO WEALTH PARTNERS LLC's portfolio?

The largest reported portfolio weight for SPDW was 6.24% in 2024 Q2.

What is the latest reported SPDW position on this page?

The most recent filing on this page is 2025 Q4, when INVENIO WEALTH PARTNERS LLC reported 333,280 shares, equal to 5.50% of portfolio, with an estimated market value of $14.8M.

What does the chart on this SPDW ownership page compare?

The chart compares INVENIO WEALTH PARTNERS LLC'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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