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Dopkins Wealth Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Dopkins Wealth Management’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
2024
Q4 		– Sell
-12,888
Closed -$484K – 90
2024
Q3 		$484K Sell
12,888
-500
-4% -$18K 0.39% 28
2024
Q2 		$470K Hold
13,388
– – 0.29% 47
2024
Q1 		$480K Buy
+13,388
New +$460K 0.29% 45

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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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 $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dopkins Wealth Management's SPDW Position: Q4 2024 in Review

Dopkins Wealth Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2024, closing a stake of 12,888 shares — an estimated $484K sold.

Dopkins Wealth Management first reported a position in SPDW in Q1 2024 and held it in 3 quarters. The position peaked at $484K in Q3 2024. 972 funds tracked by Wall St. Rank hold SPDW as of Q4 2024.

  • Dopkins Wealth Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2024 after selling out during the quarter.
  • Dopkins Wealth Management sold 12,888 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2024, an estimated $484K.
  • Dopkins Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2024 and held it in 3 quarters.
  • Dopkins Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $484K in Q3 2024.
  • 972 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2024.

Based on Dopkins Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.