ARC
SPDW icon

Advisor Resource Council’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Advisor Resource Council’s Portfolio SPDW Stock Details SPDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,318
Closed -$418K – 160
2025
Q2 		$418K Sell
10,318
-173,007
-94% -$6.63M 0.16% 99
2025
Q1 		$6.35M Buy
183,325
+167,259
+1,041% +$6.04M 0.51% 45
2024
Q4 		$548K Sell
16,066
-22,538
-58% -$807K 0.39% 28
2024
Q3 		$1.45M Buy
+38,604
New +$1.39M 0.65% 32
2024
Q2 		– Sell
-27,457
Closed -$936K – 198
2024
Q1 		$936K Sell
27,457
-131,365
-83% -$4.51M 0.4% 58
2023
Q4 		$5.4M Buy
+158,822
New +$5.04M 0.63% 40
2023
Q2 		– Sell
-153,022
Closed -$4.95M – 253
2023
Q1 		$4.95M Buy
153,022
+137,090
+860% +$4.33M 1.24% 13
2022
Q4 		$473K Sell
15,932
-1,167
-7% -$33.5K 0.23% 80
2022
Q3 		$441K Sell
17,099
-89,821
-84% -$2.59M 0.3% 88
2022
Q2 		$3.08M Buy
106,920
+100,593
+1,590% +$3.18M 0.29% 71
2022
Q1 		$217K Sell
6,327
-110,399
-95% -$3.83M 0.07% 191
2021
Q4 		$4.26M Buy
116,726
+100,806
+633% +$3.71M 0.33% 61
2021
Q3 		$577K Sell
15,920
-115,353
-88% -$4.28M 0.18% 128
2021
Q2 		$4.83M Buy
+131,273
New +$4.87M 0.5% 39

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Advisor Resource Council's SPDW Position: Q3 2025 in Review

Advisor Resource Council sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2025, closing a stake of 10,318 shares — an estimated $418K sold.

Advisor Resource Council first reported a position in SPDW in Q2 2021 and held it in 14 quarters. The position peaked at $6.35M in Q1 2025. 1,065 funds tracked by Wall St. Rank hold SPDW as of Q3 2025.

  • Advisor Resource Council reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2025 after selling out during the quarter.
  • Advisor Resource Council sold 10,318 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2025, an estimated $418K.
  • Advisor Resource Council first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2021 and held it in 14 quarters.
  • Advisor Resource Council's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $6.35M in Q1 2025.
  • 1,065 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2025.

Based on Advisor Resource Council's 13F filing for Q3 2025, filed 13 Nov 2025.