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

Petros Family Wealth’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
-5,508
Closed -$236K – 168
2025
Q3 		$236K Buy
+5,508
New +$228K 0.2% 115

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LPL Financial
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AF
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AOI
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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 $1.69B AUM 19.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Petros Family Wealth's SPDW Position: Q4 2025 in Review

Petros Family Wealth sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2025, closing a stake of 5,508 shares — an estimated $236K sold.

Petros Family Wealth first reported a position in SPDW in Q3 2025 and held it in 1 quarter. The position peaked at $236K in Q3 2025. 1,165 funds tracked by Wall St. Rank hold SPDW as of Q4 2025.

  • Petros Family Wealth reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2025 after selling out during the quarter.
  • Petros Family Wealth sold 5,508 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2025, an estimated $236K.
  • Petros Family Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2025 and held it in 1 quarter.
  • Petros Family Wealth's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $236K in Q3 2025.
  • 1,165 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2025.

Based on Petros Family Wealth's 13F filing for Q4 2025, filed 14 Jan 2026.