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

Fortem Financial Group’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 		– Sell
-11,439
Closed -$416K – 192
2025
Q1 		$416K Hold
11,439
– – 0.16% 130
2024
Q4 		$390K Hold
11,439
– – 0.15% 131
2024
Q3 		$430K Hold
11,439
– – 0.17% 126
2024
Q2 		$401K Buy
+11,439
New +$407K 0.17% 122

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

Fortem Financial Group's SPDW Position: Q2 2025 in Review

Fortem Financial Group sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2025, closing a stake of 11,439 shares — an estimated $416K sold.

Fortem Financial Group first reported a position in SPDW in Q2 2024 and held it in 4 quarters. The position peaked at $430K in Q3 2024. 1,044 funds tracked by Wall St. Rank hold SPDW as of Q2 2025.

  • Fortem Financial Group reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2025 after selling out during the quarter.
  • Fortem Financial Group sold 11,439 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2025, an estimated $416K.
  • Fortem Financial Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2024 and held it in 4 quarters.
  • Fortem Financial Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $430K 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 Fortem Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.