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My Personal CFO LLC’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

My Personal CFO LLC’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
-13,403
Closed -$574K – 148
2025
Q3 		$574K Buy
+13,403
New +$555K 0.22% 56

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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 $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

My Personal CFO LLC's SPDW Position: Q4 2025 in Review

My Personal CFO LLC sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2025, closing a stake of 13,403 shares — an estimated $574K sold.

My Personal CFO LLC first reported a position in SPDW in Q3 2025 and held it in 1 quarter. The position peaked at $574K in Q3 2025. 1,156 funds tracked by Wall St. Rank hold SPDW as of Q4 2025.

  • My Personal CFO LLC reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2025 after selling out during the quarter.
  • My Personal CFO LLC sold 13,403 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2025, an estimated $574K.
  • My Personal CFO LLC first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2025 and held it in 1 quarter.
  • My Personal CFO LLC's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $574K in Q3 2025.
  • 1,156 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.