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Liberty Capital Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Liberty Capital Management’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 		$356K Hold
8,012
– – 0.07% 137
2025
Q3 		$343K Hold
8,012
– – 0.06% 134
2025
Q2 		$324K Hold
8,012
– – 0.07% 135
2025
Q1 		$292K Hold
8,012
– – 0.06% 136
2024
Q4 		$273K Buy
+8,012
New +$287K 0.06% 133

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 $445B AUM 25.58% 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 $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Liberty Capital Management's SPDW Position: Q4 2025 in Review

Liberty Capital Management held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q4 2025 at 8,012 shares worth $356K. The position accounts for 0.07% of the portfolio, ranked #137.

Liberty Capital Management first reported a position in SPDW in Q4 2024 and has held it in 5 quarters since. 1,157 funds tracked by Wall St. Rank hold SPDW as of Q4 2025.

  • Liberty Capital Management held 8,012 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $356K as of Q4 2025.
  • Liberty Capital Management left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q4 2025.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.07% of Liberty Capital Management's portfolio in Q4 2025, its #137 holding.
  • Liberty Capital Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 5 quarters since.
  • 1,157 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2025.

Based on Liberty Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.