SPDW SPDR PORTFOLIO DVLPD WRLD EX-US ETF

Ownership history in Rinkey Investments  ·  17 quarters on record

AI Ownership Summary

Rinkey Investments reported SPDR PORTFOLIO DVLPD WRLD EX-US ETF (SPDW) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 12.93% in 2023 Q4. The latest visible filing shows SPDW at 7.83% 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 Rinkey Investments's position in SPDR PORTFOLIO DVLPD WRLD 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 7.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.93% in 2023 Q4

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.

How Rinkey Investments 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 694,494 -30,407 -4.2% 7.83% $30.8M 2026-02-14 (Est.) $48.82
2025 Q3 REDUCED 724,901 -13,843 -1.9% 8.23% $31.0M 2025-11-14 $42.98
2025 Q2 ADDED 738,744 +31,658 +4.5% 8.99% $29.9M 2025-08-13 $40.98
2025 Q1 REDUCED 707,086 -41,730 -5.6% 8.16% $25.7M 2025-05-15 $37.61
2024 Q4 REDUCED 748,816 -10,074 -1.3% 8.18% $25.6M 2025-02-14 $35.51
2024 Q3 REDUCED 758,890 -241,235 -24.1% 9.22% $28.5M 2024-11-13 $33.37
2024 Q2 ADDED 1,000,125 +18,614 +1.9% 12.61% $35.1M 2024-07-31 $34.40
2024 Q1 ADDED 981,511 +16,183 +1.7% 12.82% $35.2M 2024-05-02 $32.84
2023 Q4 ADDED 965,328 +11,482 +1.2% 12.93% $32.8M 2024-02-12 $31.77
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Rinkey Investments and SPDW

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

How long has Rinkey Investments reported owning SPDW?

Rinkey Investments reported SPDW across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPDW position in Rinkey Investments's portfolio?

The largest reported portfolio weight for SPDW was 12.93% in 2023 Q4.

What is the latest reported SPDW position on this page?

The most recent filing on this page is 2025 Q4, when Rinkey Investments reported 694,494 shares, equal to 7.83% of portfolio, with an estimated market value of $30.8M.

What does the chart on this SPDW ownership page compare?

The chart compares Rinkey Investments'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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