State Street S&P SPDR Portfolio Dev World ex-US ETF (SPDW) earns a reiterated buy rating, supported by strong YTD outperformance and record highs. SPDW benefits from unique inclusion of Samsung and SK Hynix, robust AI trade exposure, and a compelling 13.85x P/E with >10% long-term EPS growth. Broad sector diversification, high dividend yield (2.91%), and a balanced value-growth mix enhance SPDW's appeal for both growth and income investors.
The State Street SPDR Portfolio Developed World ex-US ETF has managed to outperform the S&P 500 in 2026, building on strong gains achieved in 2025. With the U.S. dollar no longer falling relative to developed markets currencies, recent gains have increasingly been driven by attractive valuations. Case in point, SPDW holdings remain notably cheaper than the S&P 500, regardless of whether we look at current or forward P/E multiples.
Caliber Wealth Management LLC KS decreased its stake in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW) by 51.4% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 39,263 shares of the company's stock after selling 41,497 shares during the period. Caliber Wealth
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 130,637 | $5.95M | $6.58M | $628,681.97 | 10.57% |
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 1,040 | $46,186.4 | $52,062.4 | $5,876 | 12.72% |
Curtis Ellergodt Rothschild Investment LLC | 1,751 | $62,737.34 | $89,502.36 | $26,765.02 | 42.66% |
| BN Beth Nauman UNIVEST FINANCIAL Corp. | 86,389 | $3.27M | $4.46M | $1.2M | 36.65% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 5.9M | $297.06M | $304.49M | $7.43M | 2.5% |
| ARCA Exchange | US Country |
The company specializes in investment funds that focus on providing investors with exposure to a broad range of publicly traded companies located in developed countries outside of the United States. By investing at least 80% of its total assets in securities included in its defined index, along with depositary receipts based on those securities, the fund aims to match the performance of a float-adjusted market capitalization weighted index. This strategy targets the investable universe of international companies, excluding the U.S., thereby offering investors an opportunity to diversify their investment portfolios by tapping into markets abroad.
This product encapsulates the company's primary service offering, wherein the fund invests substantially all its assets into securities and depositary receipts that compose the target index. The index, being float-adjusted and market capitalization weighted, is meticulously designed to encapsulate a vast spectrum of companies domiciled in developed nations, excluding the United States. This investment vehicle is engineered for investors seeking diversified international exposure, targeting developed markets to harness growth outside of the U.S. economy.