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Caldwell Trust’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Caldwell Trust’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 		– Sell
-336
Closed -$14.4K – 787
2025
Q3 		$14.4K Hold
336
– – ﹤0.01% 606
2025
Q2 		$13.6K Hold
336
– – ﹤0.01% 609
2025
Q1 		$12.2K Buy
+336
New +$12.1K ﹤0.01% 610

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Caldwell Trust's SPDW Position: Q4 2025 in Review

Caldwell Trust sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2025, closing a stake of 336 shares — an estimated $14.4K sold.

Caldwell Trust first reported a position in SPDW in Q1 2025 and held it in 3 quarters. The position peaked at $14.4K in Q3 2025. 1,165 funds tracked by Wall St. Rank hold SPDW as of Q4 2025.

  • Caldwell Trust reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2025 after selling out during the quarter.
  • Caldwell Trust sold 336 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2025, an estimated $14.4K.
  • Caldwell Trust first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2025 and held it in 3 quarters.
  • Caldwell Trust's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $14.4K in Q3 2025.
  • 1,165 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2025.

Based on Caldwell Trust's 13F filing for Q4 2025, filed 30 Jan 2026.