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

Financial Management Network’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
Q4 		– Sell
-9,398
Closed -$411K – 197
2025
Q3 		$411K Buy
+9,398
New +$389K 0.07% 129
2024
Q4 		– Sell
-11,816
Closed -$439K – 176
2024
Q3 		$439K Buy
+11,816
New +$427K 0.09% 118
2024
Q2 		– Sell
-13,149
Closed -$465K – 166
2024
Q1 		$465K Buy
+13,149
New +$452K 0.12% 102
2023
Q4 		– Sell
-21,686
Closed -$654K – 152
2023
Q3 		$654K Sell
21,686
-3,219
-13% -$104K 0.22% 72
2023
Q2 		$813K Buy
+24,905
New +$813K 0.28% 63
2023
Q1 		– Sell
-32,865
Closed -$995K – 134
2022
Q4 		$995K Sell
32,865
-3,558
-10% -$102K 0.44% 47
2022
Q3 		$999K Buy
36,423
+504
+1% +$14.5K 0.49% 43
2022
Q2 		$1.04M Buy
+35,919
New +$1.14M 0.55% 40
2022
Q1 		– Sell
-38,308
Closed -$1.41M – 133
2021
Q4 		$1.41M Sell
38,308
-3,643
-9% -$134K 0.65% 32
2021
Q3 		$1.51M Buy
41,951
+1,965
+5% +$73K 0.76% 30
2021
Q2 		$1.48M Buy
39,986
+6,813
+21% +$253K 0.75% 31
2021
Q1 		$1.22M Buy
33,173
+1,767
+6% +$61.9K 0.63% 37
2020
Q4 		$1.1M Buy
+31,406
New +$990K 0.68% 33

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Management Network's SPDW Position: Q4 2025 in Review

Financial Management Network sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2025, closing a stake of 9,398 shares — an estimated $411K sold.

Financial Management Network first reported a position in SPDW in Q4 2020 and held it in 13 quarters. The position peaked at $1.51M in Q3 2021. 1,155 funds tracked by Wall St. Rank hold SPDW as of Q4 2025.

  • Financial Management Network reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2025 after selling out during the quarter.
  • Financial Management Network sold 9,398 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2025, an estimated $411K.
  • Financial Management Network first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and held it in 13 quarters.
  • Financial Management Network's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.51M in Q3 2021.
  • 1,155 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2025.

Based on Financial Management Network's 13F filing for Q4 2025, filed 8 Jan 2026.