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

Defined Financial Planning’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 		$6.03M Sell
138,870
-3,196
-2% -$132K 5.01% 7
2025
Q2 		$5.68M Buy
142,066
+10,576
+8% +$405K 5.05% 6
2025
Q1 		$4.8M Buy
131,490
+39,979
+44% +$1.44M 4.87% 6
2024
Q4 		$3.12M Buy
+91,511
New +$3.28M 3.33% 7

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

Defined Financial Planning's SPDW Position: Q3 2025 in Review

Defined Financial Planning reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.2% in Q3 2025, selling an estimated $132K and leaving 138,870 shares worth $6.03M. The position accounts for 5.01% of the portfolio, ranked #7.

Defined Financial Planning first reported a position in SPDW in Q4 2024 and has held it in 4 quarters since. 1,065 funds tracked by Wall St. Rank hold SPDW as of Q3 2025.

  • Defined Financial Planning held 138,870 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $6.03M as of Q3 2025.
  • Defined Financial Planning sold 3,196 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2025, an estimated $132K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 5.01% of Defined Financial Planning's portfolio in Q3 2025, its #7 holding.
  • Defined Financial Planning first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,065 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.