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

ORG Wealth 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
Q2 		– Hold
0
– – – 661
2024
Q4 		– Hold
0
– – – 497
2024
Q3 		– Hold
0
– – – 467

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AF
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LPL Financial
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AOI
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Carson Wealth (CWM LLC)
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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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return