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Obsidian Personal Planning Solutions’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Obsidian Personal Planning Solutions’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
Q3 		$12.1M Buy
278,664
+9,348
+3% +$387K 4.21% 7
2025
Q2 		$10.9M Buy
269,316
+7,096
+3% +$272K 4.41% 6
2025
Q1 		$9.93M Buy
262,220
+17,985
+7% +$650K 4.43% 6
2024
Q4 		$8.7M Buy
244,235
+17,182
+8% +$615K 4.2% 4
2024
Q3 		$8.1M Buy
227,053
+22,986
+11% +$830K 4.23% 4
2024
Q2 		$7.16M Buy
204,067
+10,909
+6% +$388K 4.37% 5
2024
Q1 		$6.69M Buy
193,158
+1,889
+1% +$64.9K 4.39% 5
2023
Q4 		$6.51M Buy
191,269
+8,403
+5% +$267K 4.95% 5
2023
Q3 		$5.67M Buy
182,866
+28,300
+18% +$914K 4.84% 5
2023
Q2 		$5.03M Buy
154,566
+10,775
+7% +$352K 6.19% 4
2023
Q1 		$4.62M Buy
143,791
+4,920
+4% +$155K 6.73% 3
2022
Q4 		$4.12M Buy
138,871
+214
+0.2% +$6.14K 6.62% 4
2022
Q3 		$3.58M Buy
138,657
+9,014
+7% +$260K 6.54% 5
2022
Q2 		$3.74M Buy
+129,643
New +$4.1M 6.38% 5

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Obsidian Personal Planning Solutions's SPDW Position: Q3 2025 in Review

Obsidian Personal Planning Solutions increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 3.5% in Q3 2025, buying an estimated $387K and bringing the position to 278,664 shares worth $12.1M. The position accounts for 4.21% of the portfolio, ranked #7.

Obsidian Personal Planning Solutions first reported a position in SPDW in Q2 2022 and has held it in 14 quarters since. 1,065 funds tracked by Wall St. Rank hold SPDW as of Q3 2025.

  • Obsidian Personal Planning Solutions held 278,664 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $12.1M as of Q3 2025.
  • Obsidian Personal Planning Solutions bought 9,348 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2025, an estimated $387K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 4.21% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #7 holding.
  • Obsidian Personal Planning Solutions first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2022 and has held it in 14 quarters since.
  • 1,065 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.