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

Davies Financial 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
Q3 		– Sell
-6,020
Closed -$244K – 75
2025
Q2 		$244K Hold
6,020
– – 0.19% 68
2025
Q1 		$219K Buy
+6,020
New +$218K 0.19% 64

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

Davies Financial Advisors's SPDW Position: Q3 2025 in Review

Davies Financial Advisors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2025, closing a stake of 6,020 shares — an estimated $244K sold.

Davies Financial Advisors first reported a position in SPDW in Q1 2025 and held it in 2 quarters. The position peaked at $244K in Q2 2025. 1,065 funds tracked by Wall St. Rank hold SPDW as of Q3 2025.

  • Davies Financial Advisors reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2025 after selling out during the quarter.
  • Davies Financial Advisors sold 6,020 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2025, an estimated $244K.
  • Davies Financial Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2025 and held it in 2 quarters.
  • Davies Financial Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $244K 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 Davies Financial Advisors's 13F filing for Q3 2025, filed 15 Oct 2025.