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

Mittelman 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
-8,409
Closed -$360K – 49
2025
Q3 		$360K Sell
8,409
-3,657
-30% -$152K 0.24% 36
2025
Q2 		$489K Buy
+12,066
New +$463K 0.41% 26

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

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

Mittelman Wealth Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2025, closing a stake of 8,409 shares — an estimated $360K sold.

Mittelman Wealth Management first reported a position in SPDW in Q2 2025 and held it in 2 quarters. The position peaked at $489K in Q2 2025. 1,164 funds tracked by Wall St. Rank hold SPDW as of Q4 2025.

  • Mittelman 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.
  • Mittelman Wealth Management sold 8,409 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2025, an estimated $360K.
  • Mittelman Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2025 and held it in 2 quarters.
  • Mittelman Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $489K in Q2 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 Mittelman Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.