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GWS
Glassman Wealth Services’s
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
Stock Holding History
Glassman Wealth Services’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
2026
Q1
$616K
Buy
13,491
+48
+0.4%
+$2.25K
0.08%
38
2025
Q4
$597K
Buy
13,443
+233
+2%
+$10.2K
0.08%
40
2025
Q3
$565K
Buy
13,210
+540
+4%
+$22.4K
0.08%
37
2025
Q2
$513K
Hold
12,670
–
–
0.08%
39
2025
Q1
$461K
Sell
12,670
-832
-6%
-$30.1K
0.08%
37
2024
Q4
$461K
Buy
13,502
+203
+2%
+$7.27K
0.08%
35
2024
Q3
$500K
Buy
13,299
+102
+0.8%
+$3.68K
0.09%
33
2024
Q2
$463K
Buy
13,197
+513
+4%
+$18.2K
0.09%
37
2024
Q1
$455K
Buy
12,684
+1,055
+9%
+$36.2K
0.09%
35
2023
Q4
$396K
Buy
11,629
+220
+2%
+$6.98K
0.06%
103
2023
Q3
$354K
Buy
11,409
+94
+0.8%
+$3.04K
0.06%
99
2023
Q2
$368K
Buy
11,315
+506
+5%
+$16.5K
0.06%
99
2023
Q1
$347K
Buy
10,809
+96
+0.9%
+$3.03K
0.06%
106
2022
Q4
$318K
Buy
+10,713
New
+$307K
0.06%
121
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
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)
Omaha, Nebraska
$38B AUM
19.66%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services
New York
$26B AUM
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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