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

Fortress Wealth 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
2025
Q3 		$300K Sell
7,000
-490
-7% -$20.3K 0.13% 65
2025
Q2 		$303K Hold
7,490
– – 0.15% 61
2025
Q1 		$273K Hold
7,490
– – 0.14% 60
2024
Q4 		$256K Hold
7,490
– – 0.12% 62
2024
Q3 		$281K Hold
7,490
– – 0.14% 60
2024
Q2 		$263K Hold
7,490
– – 0.13% 63
2024
Q1 		$268K Buy
+7,490
New +$257K 0.14% 60

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
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

Fortress Wealth Management's SPDW Position: Q3 2025 in Review

Fortress Wealth Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 6.5% in Q3 2025, selling an estimated $20.3K and leaving 7,000 shares worth $300K. The position accounts for 0.13% of the portfolio, ranked #65.

Fortress Wealth Management first reported a position in SPDW in Q1 2024 and has held it in 7 quarters since. The position peaked at $303K in Q2 2025. 1,065 funds tracked by Wall St. Rank hold SPDW as of Q3 2025.

  • Fortress Wealth Management held 7,000 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $300K as of Q3 2025.
  • Fortress Wealth Management sold 490 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2025, an estimated $20.3K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.13% of Fortress Wealth Management's portfolio in Q3 2025, its #65 holding.
  • Fortress Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2024 and has held it in 7 quarters since.
  • Fortress Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $303K in Q2 2025.
  • 1,065 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2025.

Based on Fortress Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.