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

CarsonAllaria 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
Q3 		– Sell
-3,862
Closed -$156K – 296
2025
Q2 		$156K Buy
3,862
+1,613
+72% +$61.8K 0.08% 79
2025
Q1 		$81.9K Buy
2,249
+344
+18% +$12.4K 0.05% 112
2024
Q4 		$65K Buy
1,905
+1,202
+171% +$43K 0.04% 119
2024
Q3 		$26.4K Buy
703
+16
+2% +$578 0.02% 184
2024
Q2 		$24.1K Buy
687
+40
+6% +$1.42K 0.01% 179
2024
Q1 		$23.2K Buy
647
+240
+59% +$8.24K 0.01% 184
2023
Q4 		$13.9K Buy
407
+20
+5% +$635 0.01% 194
2023
Q3 		$12K Buy
387
+14
+4% +$452 0.01% 195
2023
Q2 		$12.2K Buy
373
+61
+20% +$1.99K 0.01% 207
2023
Q1 		$10K Sell
312
-38
-11% -$1.2K 0.01% 215
2022
Q4 		$10K Sell
350
-225
-39% -$6.46K 0.01% 192
2022
Q3 		$15K Buy
575
+148
+35% +$4.27K 0.01% 164
2022
Q2 		$12K Buy
427
+266
+165% +$8.42K 0.01% 176
2022
Q1 		$6K Buy
161
+4
+3% +$139 0.01% 235
2021
Q4 		$6K Buy
+157
New +$5.78K 0.01% 254

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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

CarsonAllaria Wealth Management's SPDW Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2025, closing a stake of 3,862 shares — an estimated $156K sold.

CarsonAllaria Wealth Management first reported a position in SPDW in Q4 2021 and held it in 15 quarters. The position peaked at $156K in Q2 2025. 1,065 funds tracked by Wall St. Rank hold SPDW as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 3,862 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2025, an estimated $156K.
  • CarsonAllaria Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and held it in 15 quarters.
  • CarsonAllaria Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $156K in Q2 2025.
  • 1,065 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.