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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 0.08% 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 0.08% 251
2022
Q1 		$6.01M Buy
+175,304
New +$6.08M 0.1% 216

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.69B AUM 19.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Atria Wealth Solutions's SPDW Position: Q2 2025 in Review

Atria Wealth Solutions reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 66% in Q2 2025, selling an estimated $5.12M and leaving 69,849 shares worth $2.83M. The position accounts for 0.06% of the portfolio, ranked #333.

Atria Wealth Solutions first reported a position in SPDW in Q1 2022 and has held it in 14 quarters since. The position peaked at $7.86M in Q4 2024. 1,047 funds tracked by Wall St. Rank hold SPDW as of Q2 2025.

  • Atria Wealth Solutions held 69,849 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.83M as of Q2 2025.
  • Atria Wealth Solutions sold 133,438 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2025, an estimated $5.12M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.06% of Atria Wealth Solutions's portfolio in Q2 2025, its #333 holding.
  • Atria Wealth Solutions first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $7.86M in Q4 2024.
  • 1,047 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.