CPRC
SPDW icon

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 $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 $376B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.78B AUM 24.51% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return