FG
SPDW icon

Fairman Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Fairman Group’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
-1,873
Closed -$75.8K – 281
2025
Q2 		$75.8K Buy
1,873
+31
+2% +$1.19K 0.06% 85
2025
Q1 		$140K Sell
1,842
-2,252
-55% -$81.4K 0.13% 64
2024
Q4 		$140K Buy
4,094
+56
+1% +$2K 0.12% 70
2024
Q3 		$152K Sell
4,038
-1,351
-25% -$48.8K 0.14% 68
2024
Q2 		$189K Buy
5,389
+93
+2% +$3.31K 0.19% 56
2024
Q1 		$190K Hold
5,296
– – 0.18% 53
2023
Q4 		$180K Buy
+5,296
New +$168K 0.17% 52

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