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

Meritage Portfolio 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 		$467K Sell
10,516
-135
-1% -$5.9K 0.03% 226
2025
Q3 		$456K Sell
10,651
-269
-2% -$11.1K 0.03% 239
2025
Q2 		$442K Buy
10,920
+1,673
+18% +$64.1K 0.03% 257
2025
Q1 		$337K Sell
9,247
-474
-5% -$17.1K 0.02% 277
2024
Q4 		$332K Sell
9,721
-617
-6% -$22.1K 0.02% 284
2024
Q3 		$388K Buy
10,338
+1,192
+13% +$43K 0.02% 279
2024
Q2 		$321K Buy
9,146
+296
+3% +$10.5K 0.02% 285
2024
Q1 		$317K Hold
8,850
– – 0.02% 289
2023
Q4 		$301K Buy
8,850
+1,547
+21% +$49.1K 0.02% 294
2023
Q3 		$226K Hold
7,303
– – 0.02% 311
2023
Q2 		$238K Buy
7,303
+1,071
+17% +$35K 0.02% 316
2023
Q1 		$200K Buy
+6,232
New +$197K 0.02% 302
2022
Q2 		– Sell
-6,114
Closed -$210K – 341
2022
Q1 		$210K Hold
6,114
– – 0.01% 318
2021
Q4 		$223K Buy
+6,114
New +$225K 0.01% 306

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
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)
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 $1.69B AUM 19.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $786B AUM 40.34% 1-Year Est. Return

Meritage Portfolio Management's SPDW Position: Q4 2025 in Review

Meritage Portfolio Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.3% in Q4 2025, selling an estimated $5.9K and leaving 10,516 shares worth $467K. The position accounts for 0.03% of the portfolio, ranked #226.

Meritage Portfolio Management first reported a position in SPDW in Q4 2021 and has held it in 14 quarters since. 1,163 funds tracked by Wall St. Rank hold SPDW as of Q4 2025.

  • Meritage Portfolio Management held 10,516 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $467K as of Q4 2025.
  • Meritage Portfolio Management sold 135 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2025, an estimated $5.9K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.03% of Meritage Portfolio Management's portfolio in Q4 2025, its #226 holding.
  • Meritage Portfolio Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 14 quarters since.
  • 1,163 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.