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FGAM
Financial Gravity Asset Management’s
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
Stock Holding History
Financial Gravity Asset 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
2026
Q1
$97.7K
Hold
2,140
–
–
0.02%
231
2025
Q4
$95K
Sell
2,140
-66
-3%
-$2.88K
0.02%
187
2025
Q3
$94.4K
Buy
+2,206
New
+$91.4K
0.02%
227
2025
Q1
$86.6K
Buy
+2,378
New
+$85.9K
0.02%
242
2024
Q2
$92.2K
Sell
2,628
-6,521
-71%
-$232K
0.02%
195
2024
Q1
$319K
Sell
9,149
-216,700
-96%
-$7.44M
0.04%
147
2023
Q4
$2.14M
Buy
225,849
+4,620
+2%
+$147K
0.02%
215
2023
Q3
$1.99M
Buy
221,229
+209,532
+1,791%
+$6.77M
0.02%
212
2023
Q2
$66.9K
Buy
11,697
+121
+1%
+$3.95K
0.18%
74
2023
Q1
$370
Buy
11,576
+11,546
+38,487%
+$364K
0.01%
498
2022
Q4
$78.3K
Buy
+30
New
+$861
0.41%
47
2020
Q1
–
Sell
-460
Closed
-$14K
–
1361
2019
Q4
$14K
Buy
+460
New
+$14K
0.01%
1121
Other funds holding SPDW
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
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
$4.78B AUM
24.51%
1-Year Est. Return
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38B AUM
19.66%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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