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

Liberty Wealth 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	–	Sell	-4,920	Closed	-$211K	–	260
2025 Q3	$211K	Buy	+4,920	New	+$204K	0.03%	233
2024 Q3	–	Sell	-12,453	Closed	-$12K	–	257
2024 Q2	$12K	Buy	+12,453	New	+$443K	﹤0.01%	232
2021 Q4	–	Sell	-1,121	Closed	-$41K	–	963
2021 Q3	$41K	Hold	1,121	–	–	0.01%	464
2021 Q2	$41K	Buy	+1,121	New	+$41.6K	0.02%	363
2019 Q3	–	Sell	-876	Closed	-$26K	–	971
2019 Q2	$26K	Hold	876	–	–	0.02%	363
2019 Q1	$25K	Hold	876	–	–	0.02%	316
2018 Q4	$23K	Buy	+876	New	+$24.7K	0.02%	305

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Liberty Wealth Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2025, closing a stake of 4,920 shares — an estimated $211K sold.

Liberty Wealth Management first reported a position in SPDW in Q4 2018 and held it in 7 quarters. The position peaked at $211K in Q3 2025. 1,165 funds tracked by Wall St. Rank hold SPDW as of Q4 2025.

Liberty Wealth Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2025 after selling out during the quarter.
Liberty Wealth Management sold 4,920 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2025, an estimated $211K.
Liberty Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2018 and held it in 7 quarters.
Liberty Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $211K in Q3 2025.
1,165 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2025.

Based on Liberty Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.