KSWA
SPDW icon

Kathleen S. Wright Associates’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Kathleen S. Wright Associates’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 		$749K Sell
17,514
-1,009
-5% -$41.8K 0.28% 64
2025
Q2 		$750K Sell
18,523
-9,394
-34% -$360K 0.29% 63
2025
Q1 		$1.02M Sell
27,917
-984
-3% -$35.6K 0.42% 44
2024
Q4 		$986K Buy
28,901
+1,912
+7% +$68.5K 0.41% 48
2024
Q3 		$1.01M Buy
26,989
+453
+2% +$16.4K 0.42% 47
2024
Q2 		$931K Buy
26,536
+803
+3% +$28.6K 0.43% 47
2024
Q1 		$922K Sell
25,733
-2,305
-8% -$79.2K 0.43% 50
2023
Q4 		$954K Buy
28,038
+1,155
+4% +$36.7K 0.49% 45
2023
Q3 		$834K Buy
26,883
+3,039
+13% +$98.1K 0.47% 50
2023
Q2 		$776K Sell
23,844
-639
-3% -$20.9K 0.49% 47
2023
Q1 		$786K Sell
24,483
-1,699
-6% -$53.6K 0.52% 49
2022
Q4 		$777K Buy
26,182
+711
+3% +$20.4K 0.53% 47
2022
Q3 		$657K Buy
25,471
+5,633
+28% +$162K 0.53% 44
2022
Q2 		$572K Buy
19,838
+5,461
+38% +$173K 0.48% 48
2022
Q1 		$493K Buy
14,377
+2,107
+17% +$73.1K 0.36% 57
2021
Q4 		$448K Buy
+12,270
New +$451K 0.33% 64

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

Kathleen S. Wright Associates's SPDW Position: Q3 2025 in Review

Kathleen S. Wright Associates reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 5.4% in Q3 2025, selling an estimated $41.8K and leaving 17,514 shares worth $749K. The position accounts for 0.28% of the portfolio, ranked #64.

Kathleen S. Wright Associates first reported a position in SPDW in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.02M in Q1 2025. 1,065 funds tracked by Wall St. Rank hold SPDW as of Q3 2025.

  • Kathleen S. Wright Associates held 17,514 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $749K as of Q3 2025.
  • Kathleen S. Wright Associates sold 1,009 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2025, an estimated $41.8K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.28% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #64 holding.
  • Kathleen S. Wright Associates first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 16 quarters since.
  • Kathleen S. Wright Associates's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.02M in Q1 2025.
  • 1,065 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.