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

FSA 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 		$288K Sell
6,729
-126
-2% -$5.22K 0.11% 41
2025
Q2 		$278K Sell
6,855
-164
-2% -$6.29K 0.11% 42
2025
Q1 		$256K Sell
7,019
-3
-0% -$108 0.11% 46
2024
Q4 		$240K Buy
7,022
+508
+8% +$18.2K 0.1% 45
2024
Q3 		$245K Buy
+6,514
New +$235K 0.1% 48
2024
Q1 		$215K Buy
6,003
+18
+0.3% +$618 0.09% 48
2023
Q4 		$204K Buy
+5,985
New +$190K 0.1% 46
2023
Q3 		– Sell
-6,756
Closed -$220K – 51
2023
Q2 		$220K Sell
6,756
-1,471
-18% -$48K 0.12% 40
2023
Q1 		$264K Buy
8,227
+86
+1% +$2.71K 0.15% 30
2022
Q4 		$242K Buy
8,141
+280
+4% +$8.04K 0.14% 38
2022
Q3 		$203K Buy
+7,861
New +$227K 0.14% 43
2022
Q2 		– Sell
-6,998
Closed -$255K – 46
2022
Q1 		$255K Hold
6,998
– – 0.15% 38
2021
Q4 		$255K Buy
6,998
+137
+2% +$5.04K 0.15% 38
2021
Q3 		$248K Sell
6,861
-296
-4% -$11K 0.15% 40
2021
Q2 		$263K Sell
7,157
-2,235
-24% -$82.9K 0.17% 37
2021
Q1 		$332K Sell
9,392
-705
-7% -$24.7K 0.22% 31
2020
Q4 		$341K Sell
10,097
-528
-5% -$16.6K 0.17% 36
2020
Q3 		$311K Sell
10,625
-826
-7% -$24.1K 0.2% 35
2020
Q2 		$316K Buy
11,451
+773
+7% +$20.2K 0.22% 31
2020
Q1 		$256K Sell
10,678
-54
-0.5% -$1.54K 0.21% 35
2019
Q4 		$336K Buy
+10,732
New +$327K 0.24% 34

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

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

FSA Wealth Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.8% in Q3 2025, selling an estimated $5.22K and leaving 6,729 shares worth $288K. The position accounts for 0.11% of the portfolio, ranked #41.

FSA Wealth Management first reported a position in SPDW in Q4 2019 and has held it in 21 quarters since. The position peaked at $341K in Q4 2020. 1,066 funds tracked by Wall St. Rank hold SPDW as of Q3 2025.

  • FSA Wealth Management held 6,729 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $288K as of Q3 2025.
  • FSA Wealth Management sold 126 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2025, an estimated $5.22K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.11% of FSA Wealth Management's portfolio in Q3 2025, its #41 holding.
  • FSA Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 21 quarters since.
  • FSA Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $341K in Q4 2020.
  • 1,066 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.