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

IVC Wealth 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
Q4 		– Sell
-6,374
Closed -$273K – 190
2025
Q3 		$273K Sell
6,374
-3,049
-32% -$126K 0.12% 146
2025
Q2 		$382K Sell
9,423
-1,402
-13% -$53.7K 0.19% 102
2025
Q1 		$394K Sell
10,825
-521
-5% -$18.8K 0.21% 94
2024
Q4 		$387K Buy
11,346
+103
+0.9% +$3.69K 0.22% 91
2024
Q3 		$422K Sell
11,243
-667
-6% -$24.1K 0.23% 91
2024
Q2 		$418K Sell
11,910
-2,025
-15% -$72K 0.23% 95
2024
Q1 		$499K Sell
13,935
-401
-3% -$13.8K 0.29% 82
2023
Q4 		$488K Sell
14,336
-937
-6% -$29.7K 0.3% 76
2023
Q3 		$474K Sell
15,273
-1,101
-7% -$35.6K 0.32% 79
2023
Q2 		$533K Buy
16,374
+1,415
+9% +$46.2K 0.34% 75
2023
Q1 		$480K Buy
14,959
+21
+0.1% +$663 0.34% 72
2022
Q4 		$444K Buy
14,938
+1,285
+9% +$36.9K 0.33% 79
2022
Q3 		$352K Buy
13,653
+1,833
+16% +$52.8K 0.28% 87
2022
Q2 		$341K Sell
11,820
-19,415
-62% -$615K 0.26% 94
2022
Q1 		$1.07M Buy
31,235
+4,996
+19% +$173K 0.7% 34
2021
Q4 		$957K Buy
26,239
+3,570
+16% +$131K 0.62% 44
2021
Q3 		$821K Buy
22,669
+1,146
+5% +$42.6K 0.57% 50
2021
Q2 		$792K Buy
21,523
+2,727
+15% +$101K 0.56% 51
2021
Q1 		$665K Buy
18,796
+6,410
+52% +$225K 0.52% 54
2020
Q4 		$418K Buy
+12,386
New +$390K 0.4% 69

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IVC Wealth Advisors's SPDW Position: Q4 2025 in Review

IVC Wealth Advisors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2025, closing a stake of 6,374 shares — an estimated $273K sold.

IVC Wealth Advisors first reported a position in SPDW in Q4 2020 and held it in 20 quarters. The position peaked at $1.07M in Q1 2022. 1,155 funds tracked by Wall St. Rank hold SPDW as of Q4 2025.

  • IVC Wealth Advisors reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2025 after selling out during the quarter.
  • IVC Wealth Advisors sold 6,374 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2025, an estimated $273K.
  • IVC Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and held it in 20 quarters.
  • IVC Wealth Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.07M in Q1 2022.
  • 1,155 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2025.

Based on IVC Wealth Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.