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

Future Financial 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
Q4 		– Sell
-745
Closed -$31.9K – 389
2025
Q3 		$31.9K Hold
745
– – 0.02% 302
2025
Q2 		$30.2K Hold
745
– – 0.02% 290
2025
Q1 		$27.1K Hold
745
– – 0.02% 294
2024
Q4 		$25.4K Hold
745
– – 0.02% 302
2024
Q3 		$28K Buy
+745
New +$26.9K 0.02% 306
2024
Q2 		– Sell
-745
Closed -$26.7K – 414
2024
Q1 		$26.7K Buy
+745
New +$25.6K 0.02% 320
2022
Q2 		– Sell
-2,211
Closed -$76K – 438
2022
Q1 		$76K Hold
2,211
– – 0.06% 220
2021
Q4 		$81K Buy
+2,211
New +$81.3K 0.06% 214

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 $376B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.78B AUM 24.51% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B 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 $564B AUM 30.12% 1-Year Est. Return