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Capital A Wealth Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Capital A Wealth Management’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 		– Sell
-22
Closed -$801 – 778
2025
Q1 		$801 Buy
22
+14
+175% +$506 ﹤0.01% 560
2024
Q4 		$273 Buy
+8
New +$286 ﹤0.01% 714

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 $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 $1.65B 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

Capital A Wealth Management's SPDW Position: Q2 2025 in Review

Capital A Wealth Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2025, closing a stake of 22 shares — an estimated $801 sold.

Capital A Wealth Management first reported a position in SPDW in Q4 2024 and held it in 2 quarters. The position peaked at $801 in Q1 2025. 1,046 funds tracked by Wall St. Rank hold SPDW as of Q2 2025.

  • Capital A Wealth Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 22 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2025, an estimated $801.
  • Capital A Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $801 in Q1 2025.
  • 1,046 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.