NC
SPDW icon

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

NewSquare Capital’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
Q1 		– Sell
-1,316
Closed -$44.9K – 1227
2024
Q4 		$44.9K Buy
+1,316
New +$47.1K ﹤0.01% 194
2024
Q1 		– Sell
-33
Closed -$1.13K – 511
2023
Q4 		$1.12K Hold
33
– – ﹤0.01% 405
2023
Q3 		$1.02K Buy
+33
New +$1.07K ﹤0.01% 501
2022
Q4 		– Sell
-1,279
Closed -$33K – 869
2022
Q3 		$33K Buy
+1,279
New +$36.9K ﹤0.01% 193

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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewSquare Capital's SPDW Position: Q1 2025 in Review

NewSquare Capital sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2025, closing a stake of 1,316 shares — an estimated $44.9K sold.

NewSquare Capital first reported a position in SPDW in Q3 2022 and held it in 4 quarters. The position peaked at $44.9K in Q4 2024. 989 funds tracked by Wall St. Rank hold SPDW as of Q1 2025.

  • NewSquare Capital reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2025 after selling out during the quarter.
  • NewSquare Capital sold 1,316 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2025, an estimated $44.9K.
  • NewSquare Capital first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2022 and held it in 4 quarters.
  • NewSquare Capital's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $44.9K in Q4 2024.
  • 989 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2025.

Based on NewSquare Capital's 13F filing for Q1 2025, filed 14 Apr 2025.