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

Conservest Capital Advisors’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 Q1	–	Sell	-11,890	Closed	-$406K	–	117
2024 Q4	$406K	Sell	11,890 -232	-2%	-$8.31K	0.04%	76
2024 Q3	$434K	Hold	12,122	–	–	0.04%	71
2024 Q2	$434K	Hold	12,122	–	–	0.05%	70
2024 Q1	$434K	Hold	12,122	–	–	0.04%	72
2023 Q4	$412K	Sell	12,122 -4,864	-29%	-$154K	0.04%	76
2023 Q3	$527K	Buy	16,986 +4,891	+40%	+$158K	0.06%	60
2023 Q2	$394K	Buy	12,095 +167	+1%	+$5.45K	0.05%	68
2023 Q1	$383K	Hold	11,928	–	–	0.05%	68
2022 Q4	$354K	Buy	+11,928	New	+$342K	0.04%	65
2022 Q3	–	Sell	-11,794	Closed	-$340K	–	68
2022 Q2	$340K	Buy	+11,794	New	+$373K	0.04%	67

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Conservest Capital Advisors's SPDW Position: Q1 2025 in Review

Conservest Capital Advisors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2025, closing a stake of 11,890 shares — an estimated $406K sold.

Conservest Capital Advisors first reported a position in SPDW in Q2 2022 and held it in 10 quarters. The position peaked at $527K in Q3 2023. 989 funds tracked by Wall St. Rank hold SPDW as of Q1 2025.

Conservest Capital Advisors reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2025 after selling out during the quarter.
Conservest Capital Advisors sold 11,890 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2025, an estimated $406K.
Conservest Capital Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2022 and held it in 10 quarters.
Conservest Capital Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $527K in Q3 2023.
989 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2025.

Based on Conservest Capital Advisors's 13F filing for Q1 2025, filed 5 May 2025.