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Financial Advocates Investment Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-60,074
Closed -$2.43M – 517
2025
Q2 		$2.43M Sell
60,074
-75,291
-56% -$2.89M 0.2% 112
2025
Q1 		$4.93M Buy
135,365
+92,492
+216% +$3.34M 0.35% 61
2024
Q4 		$1.46M Buy
42,873
+3,615
+9% +$129K 0.08% 222
2024
Q3 		$1.5M Buy
39,258
+2,927
+8% +$106K 0.08% 223
2024
Q2 		$1.27M Sell
36,331
-14
-0% -$498 0.08% 235
2024
Q1 		$1.3M Sell
36,345
-3,128
-8% -$107K 0.08% 255
2023
Q4 		$1.34M Buy
39,473
+6,702
+20% +$213K 0.09% 229
2023
Q3 		$1.05M Buy
32,771
+6,684
+26% +$216K 0.08% 259
2023
Q2 		$849K Buy
26,087
+11,281
+76% +$368K 0.06% 297
2023
Q1 		$476K Buy
14,806
+5,738
+63% +$181K 0.03% 442
2022
Q4 		$269K Buy
+9,068
New +$260K 0.02% 589
2022
Q1 		– Sell
-11,408
Closed -$416K – 807
2021
Q4 		$416K Buy
+11,408
New +$420K 0.03% 534
2019
Q3 		– Sell
-75,764
Closed -$2.24M – 504
2019
Q2 		$2.24M Buy
75,764
+2,025
+3% +$59.6K 0.26% 101
2019
Q1 		$2.15M Buy
73,739
+6,005
+9% +$171K 0.27% 103
2018
Q4 		$1.79M Buy
67,734
+11,273
+20% +$318K 0.24% 110
2018
Q3 		$1.74M Buy
56,461
+6,667
+13% +$204K 0.19% 123
2018
Q2 		$1.5M Buy
49,794
+14,084
+39% +$445K 0.18% 126
2018
Q1 		$1.12M Buy
+35,710
New +$1.15M 0.15% 146

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 $445B AUM 25.58% 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

Financial Advocates Investment Management's SPDW Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2025, closing a stake of 60,074 shares — an estimated $2.43M sold.

Financial Advocates Investment Management first reported a position in SPDW in Q1 2018 and held it in 18 quarters. The position peaked at $4.93M in Q1 2025. 1,067 funds tracked by Wall St. Rank hold SPDW as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 60,074 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2025, an estimated $2.43M.
  • Financial Advocates Investment Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2018 and held it in 18 quarters.
  • Financial Advocates Investment Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $4.93M in Q1 2025.
  • 1,067 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.