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

First Horizon 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
2025 Q2	$1.37M	Buy	33,830 +20	+0.1%	+$767	0.04%	232
2025 Q1	$1.23M	Sell	33,810 -11,537	-25%	-$417K	0.03%	232
2024 Q4	$1.55M	Buy	45,347 +279	+0.6%	+$9.99K	0.04%	220
2024 Q3	$1.69M	Buy	45,068 +3,075	+7%	+$111K	0.05%	215
2024 Q2	$1.47M	Sell	41,993 -671	-2%	-$23.9K	0.04%	221
2024 Q1	$1.53M	Sell	42,664 -14,192	-25%	-$488K	0.05%	215
2023 Q4	$1.93M	Sell	56,856 -6,855	-11%	-$218K	0.06%	204
2023 Q3	$1.98M	Sell	63,711 -26,428	-29%	-$853K	0.07%	197
2023 Q2	$2.93M	Sell	90,139 -34,912	-28%	-$1.14M	0.1%	179
2023 Q1	$4.02M	Sell	125,051 -170,503	-58%	-$5.38M	0.14%	157
2022 Q4	$8.78M	Sell	295,554 -360,065	-55%	-$10.3M	0.32%	97
2022 Q3	$16.9M	Sell	655,619 -342,632	-34%	-$9.88M	0.68%	47
2022 Q2	$28.8M	Buy	998,251 +997,251	+99,725%	+$31.6M	1.02%	16
2022 Q1	$34K	Sell	1,000 -828,265	-100%	-$28.7M	﹤0.01%	747
2021 Q4	$30.3M	Buy	829,265 +14,286	+2%	+$525K	0.91%	19
2021 Q3	$29.5M	Buy	814,979 +9,477	+1%	+$352K	0.96%	18
2021 Q2	$29.6M	Sell	805,502 -20,986	-3%	-$779K	1.6%	8
2021 Q1	$29.2M	Buy	826,488 +5,958	+0.7%	+$209K	1.69%	9
2020 Q4	$27.7M	Buy	820,530 +7,666	+0.9%	+$242K	1.86%	9
2020 Q3	$23.8M	Buy	812,864 +7,723	+1%	+$226K	1.78%	11
2020 Q2	$22.2M	Buy	805,141 +7,077	+0.9%	+$185K	1.75%	12
2020 Q1	$19.1M	Sell	798,064 -78,542	-9%	-$2.25M	1.79%	11
2019 Q4	$27.5M	Buy	876,606 +5,347	+0.6%	+$163K	2.02%	7
2019 Q3	$25.6M	Buy	871,259 +62,798	+8%	+$1.82M	1.99%	6
2019 Q2	$23.9M	Buy	808,461 +13,693	+2%	+$403K	1.85%	7
2019 Q1	$23.2M	Buy	794,768 +31,853	+4%	+$907K	1.86%	7
2018 Q4	$20.2M	Buy	+762,915	New	+$21.5M	1.8%	9

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

First Horizon Advisors's SPDW Position: Q2 2025 in Review

First Horizon Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.06% in Q2 2025, buying an estimated $767 and bringing the position to 33,830 shares worth $1.37M. The position accounts for 0.04% of the portfolio, ranked #232.

First Horizon Advisors first reported a position in SPDW in Q4 2018 and has held it in 27 quarters since. The position peaked at $30.3M in Q4 2021. 1,044 funds tracked by Wall St. Rank hold SPDW as of Q2 2025.

First Horizon Advisors held 33,830 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.37M as of Q2 2025.
First Horizon Advisors bought 20 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2025, an estimated $767.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.04% of First Horizon Advisors's portfolio in Q2 2025, its #232 holding.
First Horizon Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2018 and has held it in 27 quarters since.
First Horizon Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $30.3M in Q4 2021.
1,044 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.