AC
SPDW icon

AIFG Consultants’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

AIFG Consultants’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
Q4 		$604K Sell
13,603
-2,096
-13% -$91.6K 1.04% 21
2025
Q3 		$672K Sell
15,699
-841
-5% -$34.9K 1.18% 23
2025
Q2 		$670K Sell
16,540
-8,517
-34% -$327K 1.31% 22
2025
Q1 		$912K Sell
25,057
-759
-3% -$27.4K 1.5% 20
2024
Q4 		$881K Sell
25,816
-170,069
-87% -$6.09M 1.44% 21
2024
Q3 		$7.36M Sell
195,885
-5,074
-3% -$183K 5.59% 8
2024
Q2 		$7.05M Sell
200,959
-19,681
-9% -$700K 5.24% 8
2024
Q1 		$7.91M Buy
220,640
+1,034
+0.5% +$35.5K 5.7% 6
2023
Q4 		$7.47M Sell
219,606
-115,756
-35% -$3.67M 5.68% 7
2023
Q3 		$10.4M Buy
335,362
+16,541
+5% +$534K 8.62% 5
2023
Q2 		$10.4M Buy
318,821
+3,931
+1% +$128K 8.33% 4
2023
Q1 		$10.1M Buy
314,890
+148,762
+90% +$4.7M 8.56% 4
2022
Q4 		$4.93M Buy
+166,128
New +$4.77M 4.8% 9

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AIFG Consultants's SPDW Position: Q4 2025 in Review

AIFG Consultants reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 13% in Q4 2025, selling an estimated $91.6K and leaving 13,603 shares worth $604K. The position accounts for 1.04% of the portfolio, ranked #21.

AIFG Consultants first reported a position in SPDW in Q4 2022 and has held it in 13 quarters since. The position peaked at $10.4M in Q3 2023. 1,155 funds tracked by Wall St. Rank hold SPDW as of Q4 2025.

  • AIFG Consultants held 13,603 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $604K as of Q4 2025.
  • AIFG Consultants sold 2,096 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2025, an estimated $91.6K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.04% of AIFG Consultants's portfolio in Q4 2025, its #21 holding.
  • AIFG Consultants first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 13 quarters since.
  • AIFG Consultants's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $10.4M in Q3 2023.
  • 1,155 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2025.

Based on AIFG Consultants's 13F filing for Q4 2025, filed 4 Feb 2026.