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Financial Gravity Companies’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Financial Gravity Companies’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
Q2 		$89.3K Buy
+2,206
New +$84.6K 0.02% 237
2024
Q4 		$81.2K Sell
2,380
-28
-1% -$1K 0.02% 230
2024
Q3 		$90.4K Buy
+2,408
New +$86.9K 0.02% 145

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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 Gravity Companies's SPDW Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2025: 2,206 shares worth $89.3K. The stake represents 0.02% of the portfolio and ranks #237 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SPDW as recently as Q4 2024.

Financial Gravity Companies first reported a position in SPDW in Q3 2024 and has held it in 3 quarters since. The position peaked at $90.4K in Q3 2024. 1,044 funds tracked by Wall St. Rank hold SPDW as of Q2 2025.

  • Financial Gravity Companies held 2,206 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $89.3K as of Q2 2025.
  • State Street SPDR Portfolio Developed World ex-US ETF was a new Financial Gravity Companies position in Q2 2025.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.02% of Financial Gravity Companies's portfolio in Q2 2025, its #237 holding.
  • Financial Gravity Companies first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $90.4K in Q3 2024.
  • 1,044 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.