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Austin Private Wealth’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Austin Private Wealth’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 		$35.5M Buy
798,373
+152,669
+24% +$6.67M 2.63% 10
2025
Q3 		$27.6M Buy
645,704
+155,863
+32% +$6.46M 2.1% 13
2025
Q2 		$19.8M Sell
489,841
-12,974
-3% -$497K 1.56% 17
2025
Q1 		$18.3M Buy
502,815
+409,148
+437% +$14.8M 1.64% 16
2024
Q4 		$3.2M Buy
93,667
+18,802
+25% +$673K 0.3% 42
2024
Q3 		$2.81M Sell
74,865
-30,769
-29% -$1.11M 0.27% 38
2024
Q2 		$3.71M Buy
105,634
+31,192
+42% +$1.11M 0.4% 37
2024
Q1 		$2.65M Buy
74,442
+11,705
+19% +$402K 0.31% 38
2023
Q4 		$2.13M Sell
62,737
-3,019
-5% -$95.8K 0.27% 45
2023
Q3 		$2.04M Buy
65,756
+2,438
+4% +$78.7K 0.3% 41
2023
Q2 		$2.06M Sell
63,318
-12,008
-16% -$392K 0.3% 39
2023
Q1 		$2.42M Buy
75,326
+18,943
+34% +$598K 0.39% 30
2022
Q4 		$1.67M Buy
56,383
+46,927
+496% +$1.35M 0.29% 39
2022
Q3 		$244K Buy
+9,456
New +$273K 0.05% 110

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

Austin Private Wealth's SPDW Position: Q4 2025 in Review

Austin Private Wealth increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 24% in Q4 2025, buying an estimated $6.67M and bringing the position to 798,373 shares worth $35.5M. The position accounts for 2.63% of the portfolio, ranked #10.

Austin Private Wealth first reported a position in SPDW in Q3 2022 and has held it in 14 quarters since. 1,156 funds tracked by Wall St. Rank hold SPDW as of Q4 2025.

  • Austin Private Wealth held 798,373 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $35.5M as of Q4 2025.
  • Austin Private Wealth bought 152,669 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2025, an estimated $6.67M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 2.63% of Austin Private Wealth's portfolio in Q4 2025, its #10 holding.
  • Austin Private Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2022 and has held it in 14 quarters since.
  • 1,156 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.