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

Capital 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
Q3 		– Sell
-5,300
Closed -$215K – 83
2025
Q2 		$215K Sell
5,300
-500
-9% -$19.2K 0.04% 75
2025
Q1 		$211K Buy
+5,800
New +$210K 0.04% 75

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Capital Management's SPDW Position: Q3 2025 in Review

Capital Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2025, closing a stake of 5,300 shares — an estimated $215K sold.

Capital Management first reported a position in SPDW in Q1 2025 and held it in 2 quarters. The position peaked at $215K in Q2 2025. 1,069 funds tracked by Wall St. Rank hold SPDW as of Q3 2025.

  • Capital Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2025 after selling out during the quarter.
  • Capital Management sold 5,300 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2025, an estimated $215K.
  • Capital Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2025 and held it in 2 quarters.
  • Capital Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $215K in Q2 2025.
  • 1,069 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2025.

Based on Capital Management's 13F filing for Q3 2025, filed 4 Nov 2025.