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AWS
Atria Wealth Solutions’s
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
Stock Holding History
Atria Wealth Solutions’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
Q2
$2.83M
Sell
69,849
-133,438
-66%
-$5.12M
0.06%
333
2025
Q1
$7.4M
Sell
203,287
-26,957
-12%
-$974K
0.09%
237
2024
Q4
$7.86M
Buy
230,244
+52,601
+30%
+$1.88M
0.09%
241
2024
Q3
$6.67M
Sell
177,643
-11,289
-6%
-$408K
0.07%
279
2024
Q2
$6.63M
Buy
188,932
+10,869
+6%
+$387K
0.07%
271
2024
Q1
$6.38M
Buy
178,063
+3,718
+2%
+$128K
0.07%
282
2023
Q4
$5.93M
Buy
174,345
+4,845
+3%
+$154K
0.07%
266
2023
Q3
$5.26M
Buy
169,500
+3,551
+2%
+$115K
0.07%
278
2023
Q2
$5.4M
Sell
165,949
-12,713
-7%
-$415K
0.07%
264
2023
Q1
$5.74M
Buy
178,662
+56,444
+46%
+$1.78M
0.09%
235
2022
Q4
$3.63M
Buy
122,218
+44,594
+57%
+$1.28M
0.06%
333
2022
Q3
$2M
Sell
77,624
-76,734
-50%
-$2.21M
0.03%
479
2022
Q2
$4.45M
Sell
154,358
-20,946
-12%
-$663K
0.09%
251
2022
Q1
$6.01M
Buy
+175,304
New
+$6.08M
0.1%
216
Other funds holding SPDW
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
AF
Allworth Financial
Folsom, California
$24.6B AUM
15.55%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
AOI
Auto-Owners Insurance
Lansing, Michigan
$4.43B AUM
30.05%
1-Year Est. Return
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38B AUM
19.66%
1-Year Est. Return
TIAA Trust, National Association
Charlotte, North Carolina
$1.65B AUM
16.63%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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