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

Merriman 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
2024
Q4 		$4.63M Sell
135,739
-9,801
-7% -$351K 0.19% 44
2024
Q3 		$5.47M Buy
145,540
+2,327
+2% +$84K 0.22% 49
2024
Q2 		$5.02M Sell
143,213
-1,909
-1% -$67.9K 0.22% 50
2024
Q1 		$5.2M Sell
145,122
-7,071
-5% -$243K 0.23% 48
2023
Q4 		$5.18M Sell
152,193
-6,270
-4% -$199K 0.25% 49
2023
Q3 		$4.91M Sell
158,463
-26,946
-15% -$870K 0.25% 41
2023
Q2 		$6.03M Sell
185,409
-32,191
-15% -$1.05M 0.3% 46
2023
Q1 		$6.99M Sell
217,600
-13,661
-6% -$431K 0.36% 36
2022
Q4 		$6.87M Sell
231,261
-25,606
-10% -$735K 0.35% 38
2022
Q3 		$6.63M Sell
256,867
-26,841
-9% -$774K 0.43% 25
2022
Q2 		$8.18M Sell
283,708
-25,201
-8% -$798K 0.58% 23
2022
Q1 		$10.6M Sell
308,909
-34,844
-10% -$1.21M 0.87% 22
2021
Q4 		$12.5M Sell
343,753
-18,130
-5% -$667K 0.91% 16
2021
Q3 		$13.1M Sell
361,883
-17,082
-5% -$634K 1.09% 15
2021
Q2 		$13.9M Sell
378,965
-35,349
-9% -$1.31M 1.2% 15
2021
Q1 		$14.7M Sell
414,314
-6,481
-2% -$227K 1.68% 14
2020
Q4 		$14.2M Sell
420,795
-19,828
-4% -$625K 1.52% 10
2020
Q3 		$12.9M Sell
440,623
-25,080
-5% -$732K 1.93% 9
2020
Q2 		$12.9M Buy
465,703
+365,876
+367% +$9.57M 2.04% 9
2020
Q1 		$2.39M Buy
+99,827
New +$2.86M 0.52% 33

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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Merriman Wealth Management's SPDW Position: Q4 2024 in Review

Merriman Wealth Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 6.7% in Q4 2024, selling an estimated $351K and leaving 135,739 shares worth $4.63M. The position accounts for 0.19% of the portfolio, ranked #44.

Merriman Wealth Management first reported a position in SPDW in Q1 2020 and has held it in 20 quarters since. The position peaked at $14.7M in Q1 2021. 972 funds tracked by Wall St. Rank hold SPDW as of Q4 2024.

  • Merriman Wealth Management held 135,739 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $4.63M as of Q4 2024.
  • Merriman Wealth Management sold 9,801 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2024, an estimated $351K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.19% of Merriman Wealth Management's portfolio in Q4 2024, its #44 holding.
  • Merriman Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2020 and has held it in 20 quarters since.
  • Merriman Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $14.7M in Q1 2021.
  • 972 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.