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

ORG Partners’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	$22.3K	Hold	503	–	–	﹤0.01%	774
2025 Q3	$21.6K	Sell	503 -136	-21%	-$5.64K	﹤0.01%	784
2025 Q2	$25.9K	Buy	639 +2	+0.3%	+$77	0.01%	697
2025 Q1	$23.3K	Hold	637	–	–	0.01%	647
2024 Q4	$21.8K	Sell	637 -21	-3%	-$752	﹤0.01%	728
2024 Q3	$24.8K	Sell	658 -47	-7%	-$1.7K	﹤0.01%	634
2024 Q2	$25K	Buy	+705	New	+$25.1K	﹤0.01%	1007
2024 Q1	–	Sell	-22,725	Closed	-$773K	–	1014
2023 Q4	$773K	Buy	22,725 +18,496	+437%	+$587K	0.13%	136
2023 Q3	$131K	Sell	4,229 -20,567	-83%	-$664K	0.04%	356
2023 Q2	$808K	Buy	24,796 +2,849	+13%	+$93K	0.13%	152
2023 Q1	$705K	Buy	+21,947	New	+$693K	0.17%	96

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ORG Partners's SPDW Position: Q4 2025 in Review

ORG Partners held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q4 2025 at 503 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

ORG Partners first reported a position in SPDW in Q1 2023 and has held it in 11 quarters since. The position peaked at $808K in Q2 2023. 1,155 funds tracked by Wall St. Rank hold SPDW as of Q4 2025.

ORG Partners held 503 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $22.3K as of Q4 2025.
ORG Partners left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q4 2025.
State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #774 holding.
ORG Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2023 and has held it in 11 quarters since.
ORG Partners's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $808K in Q2 2023.
1,155 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.