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

Congress 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 		$7.17M Sell
177,017
-3,115
-2% -$119K 0.07% 314
2025
Q1 		$6.56M Sell
180,132
-8,948
-5% -$323K 0.08% 280
2024
Q4 		$6.45M Buy
189,080
+5,327
+3% +$191K 0.09% 254
2024
Q3 		$6.9M Buy
183,753
+9,273
+5% +$335K 0.09% 255
2024
Q2 		$6.12M Sell
174,480
-11,981
-6% -$426K 0.1% 225
2024
Q1 		$6.68M Sell
186,461
-5,692
-3% -$196K 0.12% 200
2023
Q4 		$6.54M Sell
192,153
-658
-0.3% -$20.9K 0.12% 197
2023
Q3 		$5.98M Sell
192,811
-12,594
-6% -$407K 0.12% 193
2023
Q2 		$6.68M Sell
205,405
-2,431
-1% -$79.3K 0.16% 163
2023
Q1 		$6.68M Buy
207,836
+1,034
+0.5% +$32.6K 0.16% 158
2022
Q4 		$6.14M Sell
206,802
-3,160
-2% -$90.7K 0.16% 168
2022
Q3 		$5.42M Buy
209,962
+23,209
+12% +$669K 0.15% 176
2022
Q2 		$5.39M Sell
186,753
-4,302
-2% -$136K 0.14% 176
2022
Q1 		$6.55M Sell
191,055
-89,612
-32% -$3.11M 0.14% 179
2021
Q4 		$10.2M Buy
+280,667
New +$10.3M 0.2% 145

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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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 $1.69B 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

Congress Wealth Management's SPDW Position: Q2 2025 in Review

Congress Wealth Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.7% in Q2 2025, selling an estimated $119K and leaving 177,017 shares worth $7.17M. The position accounts for 0.07% of the portfolio, ranked #314.

Congress Wealth Management first reported a position in SPDW in Q4 2021 and has held it in 15 quarters since. The position peaked at $10.2M in Q4 2021. 1,047 funds tracked by Wall St. Rank hold SPDW as of Q2 2025.

  • Congress Wealth Management held 177,017 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $7.17M as of Q2 2025.
  • Congress Wealth Management sold 3,115 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2025, an estimated $119K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.07% of Congress Wealth Management's portfolio in Q2 2025, its #314 holding.
  • Congress Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $10.2M in Q4 2021.
  • 1,047 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.