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Legacy Investment Solutions’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Legacy Investment Solutions’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 		$206K Buy
+5,088
New +$195K 0.11% 71
2024
Q4 		$3.87K Buy
+108
New +$3.87K ﹤0.01% 423

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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
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)
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

Legacy Investment Solutions's SPDW Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2025: 5,088 shares worth $206K. The stake represents 0.11% of the portfolio and ranks #71 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SPDW as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SPDW in Q4 2024 and has held it in 2 quarters since. 1,044 funds tracked by Wall St. Rank hold SPDW as of Q2 2025.

  • Legacy Investment Solutions held 5,088 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $206K as of Q2 2025.
  • State Street SPDR Portfolio Developed World ex-US ETF was a new Legacy Investment Solutions position in Q2 2025.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.11% of Legacy Investment Solutions's portfolio in Q2 2025, its #71 holding.
  • Legacy Investment Solutions first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 2 quarters since.
  • 1,044 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.