Avantax Advisory Services’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Avantax Advisory Services’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	$1.63M	Buy	40,299 +571	+1%	+$21.9K	0.01%	902
2025 Q1	$1.45M	Sell	39,728 -3,911	-9%	-$141K	0.01%	909
2024 Q4	$1.49M	Sell	43,639 -1,865	-4%	-$66.8K	0.01%	864
2024 Q3	$1.71M	Buy	45,504 +4,511	+11%	+$163K	0.01%	774
2024 Q2	$1.44M	Buy	40,993 +2,492	+6%	+$88.6K	0.01%	801
2024 Q1	$1.38M	Buy	38,501 +242	+0.6%	+$8.31K	0.01%	648
2023 Q4	$1.3M	Sell	38,259 -1,268	-3%	-$40.2K	0.01%	627
2023 Q3	$1.23M	Buy	39,527 +7,469	+23%	+$241K	0.01%	610
2023 Q2	$1.04M	Buy	32,058 +16,342	+104%	+$533K	0.01%	661
2023 Q1	$505K	Buy	15,716 +3,053	+24%	+$96.4K	0.01%	913
2022 Q4	$376K	Buy	+12,663	New	+$363K	0.01%	999
2022 Q1	–	Sell	-7,378	Closed	-$269K	–	1353
2021 Q4	$269K	Buy	+7,378	New	+$271K	﹤0.01%	1029
2020 Q4	–	Sell	-8,409	Closed	-$247K	–	1306
2020 Q3	$247K	Buy	+8,409	New	+$246K	﹤0.01%	1120
2020 Q2	–	Sell	-94,140	Closed	-$2.25M	–	892
2020 Q1	$2.25M	Buy	+94,140	New	+$2.69M	0.07%	172

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

LPL Financial San Diego, California $377B 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 $38.1B 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 $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Avantax Advisory Services's SPDW Position: Q2 2025 in Review

Avantax Advisory Services increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.4% in Q2 2025, buying an estimated $21.9K and bringing the position to 40,299 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #902.

Avantax Advisory Services first reported a position in SPDW in Q1 2020 and has held it in 14 quarters since. The position peaked at $2.25M in Q1 2020. 1,045 funds tracked by Wall St. Rank hold SPDW as of Q2 2025.

Avantax Advisory Services held 40,299 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.63M as of Q2 2025.
Avantax Advisory Services bought 571 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2025, an estimated $21.9K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #902 holding.
Avantax Advisory Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2020 and has held it in 14 quarters since.
Avantax Advisory Services's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.25M in Q1 2020.
1,045 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.