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

Rockwood 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	-5,636	Closed	-$241K	–	122
2025 Q3	$241K	Hold	5,636	–	–	0.02%	93
2025 Q2	$228K	Sell	5,636 -699	-11%	-$26.8K	0.02%	91
2025 Q1	$231K	Buy	+6,335	New	+$229K	0.02%	86
2024 Q1	–	Sell	-6,335	Closed	-$215K	–	85
2023 Q4	$215K	Sell	6,335 -433	-6%	-$13.7K	0.03%	72
2023 Q3	$210K	Sell	6,768 -3,303	-33%	-$107K	0.04%	64
2023 Q2	$328K	Sell	10,071 -146	-1%	-$4.76K	0.06%	56
2023 Q1	$328K	Sell	10,217 -638	-6%	-$20.1K	0.06%	51
2022 Q4	$322K	Sell	10,855 -296	-3%	-$8.5K	0.08%	51
2022 Q3	$288K	Sell	11,151 -1,738	-13%	-$50.1K	0.09%	53
2022 Q2	$372K	Sell	12,889 -5,318	-29%	-$168K	0.17%	48
2022 Q1	$624K	Sell	18,207 -3,285	-15%	-$114K	0.3%	35
2021 Q4	$784K	Buy	+21,492	New	+$790K	0.35%	31

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

Rockwood Wealth Management's SPDW Position: Q4 2025 in Review

Rockwood Wealth Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2025, closing a stake of 5,636 shares — an estimated $241K sold.

Rockwood Wealth Management first reported a position in SPDW in Q4 2021 and held it in 12 quarters. The position peaked at $784K in Q4 2021. 1,156 funds tracked by Wall St. Rank hold SPDW as of Q4 2025.

Rockwood 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.
Rockwood Wealth Management sold 5,636 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2025, an estimated $241K.
Rockwood Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and held it in 12 quarters.
Rockwood Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $784K in Q4 2021.
1,156 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2025.

Based on Rockwood Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.