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

Running Point Capital 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
Q4 		$683K Hold
15,369
– – 0.19% 73
2025
Q3 		$658K Sell
15,369
-171
-1% -$7.09K 0.18% 72
2025
Q2 		$629K Hold
15,540
– – 0.17% 70
2025
Q1 		$566K Sell
15,540
-82
-0.5% -$2.96K 0.18% 73
2024
Q4 		$533K Hold
15,622
– – 0.18% 67
2024
Q3 		$587K Hold
15,622
– – 0.23% 55
2024
Q2 		$548K Hold
15,622
– – 0.23% 57
2024
Q1 		$560K Sell
15,622
-24
-0.2% -$824 0.25% 55
2023
Q4 		$532K Sell
15,646
-402
-3% -$12.8K 0.26% 55
2023
Q3 		$498K Sell
16,048
-317
-2% -$10.2K 0.29% 57
2023
Q2 		$533K Sell
16,365
-457
-3% -$14.9K 0.3% 54
2023
Q1 		$540K Hold
16,822
– – 0.33% 51
2022
Q4 		$499K Sell
16,822
-2,499
-13% -$71.7K 0.31% 51
2022
Q3 		$498K Hold
19,321
– – 0.33% 46
2022
Q2 		$557K Hold
19,321
– – 0.36% 43
2022
Q1 		$662K Sell
19,321
-3,856
-17% -$134K 0.39% 40
2021
Q4 		$845K Sell
23,177
-42,527
-65% -$1.56M 0.51% 34
2021
Q3 		$2.38M Sell
65,704
-1,153
-2% -$42.8K 1.05% 27
2021
Q2 		$2.46M Sell
66,857
-8,295
-11% -$308K 1.12% 24
2021
Q1 		$2.66M Sell
75,152
-6,160
-8% -$216K 1.47% 21
2020
Q4 		$2.74M Buy
+81,312
New +$2.56M 1.6% 19

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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 $1.69B 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 $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Running Point Capital Advisors's SPDW Position: Q4 2025 in Review

Running Point Capital Advisors held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q4 2025 at 15,369 shares worth $683K. The position accounts for 0.19% of the portfolio, ranked #73.

Running Point Capital Advisors first reported a position in SPDW in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.74M in Q4 2020. 1,162 funds tracked by Wall St. Rank hold SPDW as of Q4 2025.

  • Running Point Capital Advisors held 15,369 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $683K as of Q4 2025.
  • Running Point Capital Advisors left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q4 2025.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.19% of Running Point Capital Advisors's portfolio in Q4 2025, its #73 holding.
  • Running Point Capital Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and has held it in 21 quarters since.
  • Running Point Capital Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.74M in Q4 2020.
  • 1,162 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.