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Better Money Decisions’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Better Money Decisions’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 		$1.5M Buy
37,000
+716
+2% +$27.4K 0.91% 22
2025
Q1 		$1.32M Buy
36,284
+55
+0.2% +$1.99K 0.88% 21
2024
Q4 		$1.24M Buy
36,229
+1,664
+5% +$59.6K 0.86% 24
2024
Q3 		$1.3M Buy
34,565
+908
+3% +$32.8K 0.92% 23
2024
Q2 		$1.18M Buy
33,657
+1,183
+4% +$42.1K 0.89% 23
2024
Q1 		$1.16M Buy
32,474
+618
+2% +$21.2K 0.92% 23
2023
Q4 		$1.08M Buy
31,856
+2,785
+10% +$88.4K 0.9% 22
2023
Q3 		$901K Sell
29,071
-12,324
-30% -$398K 0.79% 25
2023
Q2 		$1.35M Buy
41,395
+329
+0.8% +$10.7K 1.1% 18
2023
Q1 		$1.32M Sell
41,066
-54
-0.1% -$1.71K 1.11% 19
2022
Q4 		$1.22M Buy
41,120
+930
+2% +$26.7K 1.06% 21
2022
Q3 		$1.04M Buy
40,190
+18,505
+85% +$534K 1.01% 20
2022
Q2 		$625K Buy
21,685
+9,552
+79% +$302K 0.53% 33
2022
Q1 		$416K Sell
12,133
-14,968
-55% -$519K 0.39% 41
2021
Q4 		$989K Buy
27,101
+283
+1% +$10.4K 0.83% 24
2021
Q3 		$971K Buy
26,818
+4,608
+21% +$171K 0.8% 25
2021
Q2 		$817K Buy
22,210
+583
+3% +$21.6K 0.73% 25
2021
Q1 		$765K Buy
+21,627
New +$758K 0.79% 22

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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
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)
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Better Money Decisions's SPDW Position: Q2 2025 in Review

Better Money Decisions increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2% in Q2 2025, buying an estimated $27.4K and bringing the position to 37,000 shares worth $1.5M. The position accounts for 0.91% of the portfolio, ranked #22.

Better Money Decisions first reported a position in SPDW in Q1 2021 and has held it in 18 quarters since. 1,044 funds tracked by Wall St. Rank hold SPDW as of Q2 2025.

  • Better Money Decisions held 37,000 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.5M as of Q2 2025.
  • Better Money Decisions bought 716 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2025, an estimated $27.4K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.91% of Better Money Decisions's portfolio in Q2 2025, its #22 holding.
  • Better Money Decisions first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2021 and has held it in 18 quarters since.
  • 1,044 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.