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

MinichMacGregor 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
-7,576
Closed -$324K – 151
2025
Q3 		$324K Buy
+7,576
New +$314K 0.06% 103
2023
Q1 		– Sell
-225
Closed -$6.7K – 560
2022
Q4 		$6.7K Buy
+225
New +$6.46K ﹤0.01% 451

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

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

MinichMacGregor Wealth Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2025, closing a stake of 7,576 shares — an estimated $324K sold.

MinichMacGregor Wealth Management first reported a position in SPDW in Q4 2022 and held it in 2 quarters. The position peaked at $324K in Q3 2025. 1,164 funds tracked by Wall St. Rank hold SPDW as of Q4 2025.

  • MinichMacGregor 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.
  • MinichMacGregor Wealth Management sold 7,576 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2025, an estimated $324K.
  • MinichMacGregor Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and held it in 2 quarters.
  • MinichMacGregor Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $324K in Q3 2025.
  • 1,164 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2025.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.