Glass Jacobson Investment Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Glass Jacobson Investment 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	–	Sell	-17,835	Closed	-$609K	–	811
2025 Q1	$609K	Hold	17,835	–	–	0.2%	124
2024 Q4	$609K	Buy	17,835 +400	+2%	+$14.3K	0.2%	124
2024 Q3	$655K	Buy	17,435 +1,349	+8%	+$48.7K	0.22%	117
2024 Q2	$564K	Buy	16,086 +900	+6%	+$32K	0.21%	118
2024 Q1	$544K	Buy	15,186 +2,221	+17%	+$76.3K	0.2%	120
2023 Q4	$441K	Hold	12,965	–	–	0.18%	132
2023 Q3	$402K	Buy	12,965 +4,535	+54%	+$146K	0.18%	134
2023 Q2	$274K	Buy	+8,430	New	+$275K	0.13%	173
2022 Q4	$157K	Buy	+5,300	New	+$152K	0.08%	215

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

Glass Jacobson Investment Advisors's SPDW Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2025, closing a stake of 17,835 shares — an estimated $609K sold.

Glass Jacobson Investment Advisors first reported a position in SPDW in Q4 2022 and held it in 9 quarters. The position peaked at $655K in Q3 2024. 1,044 funds tracked by Wall St. Rank hold SPDW as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 17,835 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2025, an estimated $609K.
Glass Jacobson Investment Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and held it in 9 quarters.
Glass Jacobson Investment Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $655K 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 Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.