PPWM
SPDW icon

PFG Private Wealth Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

PFG Private Wealth Management’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
-113,897
Closed -$4.87M – 130
2025
Q3 		$4.87M Buy
+113,897
New +$4.72M 2.17% 12
2025
Q2 		– Sell
-1,084
Closed -$39.5K – 221
2025
Q1 		$39.5K Hold
1,084
– – 0.02% 99
2024
Q4 		$37K Sell
1,084
-89
-8% -$3.19K 0.02% 102
2024
Q3 		$44.1K Hold
1,173
– – 0.03% 98
2024
Q2 		$41.1K Hold
1,173
– – 0.03% 100
2024
Q1 		$42K Hold
1,173
– – 0.03% 95
2023
Q4 		$39.9K Hold
1,173
– – 0.03% 87
2023
Q3 		$36.4K Hold
1,173
– – 0.03% 109
2023
Q2 		$38.2K Hold
1,173
– – 0.02% 158
2023
Q1 		$37.7K Sell
1,173
-116
-9% -$3.66K 0.02% 157
2022
Q4 		$38K Hold
1,289
– – 0.02% 153
2022
Q3 		$33K Sell
1,289
-41
-3% -$1.18K 0.02% 149
2022
Q2 		$38K Sell
1,330
-737
-36% -$23.3K 0.02% 162
2022
Q1 		$71K Sell
2,067
-1,057
-34% -$36.7K 0.04% 144
2021
Q4 		$114K Sell
3,124
-147,722
-98% -$5.43M 0.06% 76
2021
Q3 		$5.46M Buy
150,846
+10,502
+7% +$390K 3.2% 14
2021
Q2 		$5.16M Buy
140,344
+113
+0.1% +$4.19K 3.35% 14
2021
Q1 		$4.96M Buy
140,231
+5,746
+4% +$201K 3.41% 14
2020
Q4 		$4.54M Buy
134,485
+7,716
+6% +$243K 3.48% 14
2020
Q3 		$3.71M Sell
126,769
-601
-0.5% -$17.6K 3.23% 15
2020
Q2 		$3.52M Buy
127,370
+2,604
+2% +$68.1K 3.31% 14
2020
Q1 		$2.99M Buy
124,766
+21,248
+21% +$608K 3.22% 15
2019
Q4 		$3.25M Buy
+103,518
New +$3.15M 2.9% 14

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PFG Private Wealth Management's SPDW Position: Q4 2025 in Review

PFG Private Wealth Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2025, closing a stake of 113,897 shares — an estimated $4.87M sold.

PFG Private Wealth Management first reported a position in SPDW in Q4 2019 and held it in 23 quarters. The position peaked at $5.46M in Q3 2021. 1,155 funds tracked by Wall St. Rank hold SPDW as of Q4 2025.

  • PFG Private Wealth Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 113,897 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2025, an estimated $4.87M.
  • PFG Private Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and held it in 23 quarters.
  • PFG Private Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $5.46M in Q3 2021.
  • 1,155 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.