CPRC
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Consolidated Portfolio Review Corp’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Consolidated Portfolio Review Corp’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
Q4 		– Sell
-27,557
Closed -$1.18M – 343
2025
Q3 		$1.18M Sell
27,557
-8,740
-24% -$362K 0.15% 151
2025
Q2 		$1.47M Buy
36,297
+2,131
+6% +$81.7K 0.2% 119
2025
Q1 		$1.24M Buy
34,166
+1,513
+5% +$54.7K 0.2% 121
2024
Q4 		$1.11M Buy
32,653
+1,512
+5% +$54.1K 0.18% 132
2024
Q3 		$1.17M Buy
31,141
+2,544
+9% +$91.8K 0.26% 94
2024
Q2 		$1M Buy
+28,597
New +$1.02M 0.23% 105
2023
Q4 		– Sell
-26,570
Closed -$824K – 328
2023
Q3 		$824K Buy
26,570
+18,274
+220% +$590K 0.2% 124
2023
Q2 		$270K Buy
+8,296
New +$271K 0.06% 254

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Consolidated Portfolio Review Corp's SPDW Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2025, closing a stake of 27,557 shares — an estimated $1.18M sold.

Consolidated Portfolio Review Corp first reported a position in SPDW in Q2 2023 and held it in 8 quarters. The position peaked at $1.47M in Q2 2025. 1,165 funds tracked by Wall St. Rank hold SPDW as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 27,557 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2025, an estimated $1.18M.
  • Consolidated Portfolio Review Corp first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2023 and held it in 8 quarters.
  • Consolidated Portfolio Review Corp's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.47M in Q2 2025.
  • 1,165 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.