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

PSI Advisors’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	–	Sell	-893	Closed	-$32.5K	–	601
2025 Q1	$32.5K	Buy	893 +100	+13%	+$3.61K	0.01%	305
2024 Q4	$27.1K	Hold	793	–	–	0.01%	363
2024 Q3	$29.8K	Hold	793	–	–	0.01%	347
2024 Q2	$27.8K	Hold	793	–	–	0.01%	346
2024 Q1	$28.4K	Hold	793	–	–	0.01%	331
2023 Q4	$27K	Hold	793	–	–	0.01%	357
2023 Q3	$24.6K	Hold	793	–	–	0.01%	350
2023 Q2	$25.8K	Hold	793	–	–	0.01%	346
2023 Q1	$25.5K	Sell	793 -252	-24%	-$7.96K	0.01%	309
2022 Q4	$31K	Buy	1,045 +3	+0.3%	+$86	0.02%	270
2022 Q3	$27K	Hold	1,042	–	–	0.01%	294
2022 Q2	$30K	Buy	1,042 +5	+0.5%	+$158	0.01%	303
2022 Q1	$36K	Sell	1,037 -1,801	-63%	-$62.5K	0.01%	294
2021 Q4	$104K	Sell	2,838 -6,432	-69%	-$237K	0.04%	197
2021 Q3	$336K	Buy	+9,270	New	+$344K	0.15%	107

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

PSI Advisors's SPDW Position: Q2 2025 in Review

PSI Advisors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2025, closing a stake of 893 shares — an estimated $32.5K sold.

PSI Advisors first reported a position in SPDW in Q3 2021 and held it in 15 quarters. The position peaked at $336K in Q3 2021. 1,044 funds tracked by Wall St. Rank hold SPDW as of Q2 2025.

PSI Advisors reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 893 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2025, an estimated $32.5K.
PSI Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2021 and held it in 15 quarters.
PSI Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $336K in Q3 2021.
1,044 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.