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

FDx 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
2026
Q1 		$5.9M Buy
+129,267
New +$6.07M 1.88% 12
2025
Q4 		– Sell
-95,478
Closed -$4.16M – 159
2025
Q3 		$4.16M Sell
95,478
-5,260
-5% -$218K 1.25% 23
2025
Q2 		$4.08M Buy
+100,738
New +$3.86M 1.25% 22
2020
Q2 		– Sell
-18,303
Closed -$438K – 618
2020
Q1 		$438K Buy
18,303
+3,265
+22% +$93.4K 0.03% 316
2019
Q4 		$471K Buy
15,038
+1,262
+9% +$38.4K 0.03% 368
2019
Q3 		$404K Buy
+13,776
New +$400K 0.03% 398
2017
Q4 		– Sell
-7,461
Closed -$229K – 1297
2017
Q3 		$229K Sell
7,461
-1,630
-18% -$48.7K 0.01% 1160
2017
Q2 		$265K Buy
+9,091
New +$261K 0.01% 1030

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 $4.43B AUM 30.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return