SageView Advisory Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

SageView Advisory Group’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	$966K	Sell	21,754 -4,565	-17%	-$199K	0.03%	261
2025 Q3	$1.13M	Sell	26,319 -150	-0.6%	-$6.22K	0.04%	253
2025 Q2	$1.08M	Sell	26,469 -1,548	-6%	-$59.3K	0.04%	232
2025 Q1	$1.02M	Sell	28,017 -3,804	-12%	-$137K	0.04%	225
2024 Q4	$1.09M	Buy	31,821 +19,613	+161%	+$702K	0.05%	212
2024 Q3	$459K	Sell	12,208 -1,348	-10%	-$48.7K	0.02%	315
2024 Q2	$476K	Buy	+13,556	New	+$482K	0.02%	348
2024 Q1	–	Sell	-37,340	Closed	-$1.26M	–	770
2023 Q4	$1.26M	Sell	37,340 -9,414	-20%	-$299K	0.05%	216
2023 Q3	$1.45M	Buy	46,754 +147	+0.3%	+$4.75K	0.08%	153
2023 Q2	$1.52M	Buy	46,607 +12,887	+38%	+$421K	0.08%	154
2023 Q1	$1.08M	Sell	33,720 -954	-3%	-$30.1K	0.07%	191
2022 Q4	$1.03M	Buy	+34,674	New	+$995K	0.08%	150

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

SageView Advisory Group's SPDW Position: Q4 2025 in Review

SageView Advisory Group reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 17% in Q4 2025, selling an estimated $199K and leaving 21,754 shares worth $966K. The position accounts for 0.03% of the portfolio, ranked #261.

SageView Advisory Group first reported a position in SPDW in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.52M in Q2 2023. 1,156 funds tracked by Wall St. Rank hold SPDW as of Q4 2025.

SageView Advisory Group held 21,754 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $966K as of Q4 2025.
SageView Advisory Group sold 4,565 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2025, an estimated $199K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.03% of SageView Advisory Group's portfolio in Q4 2025, its #261 holding.
SageView Advisory Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.52M in Q2 2023.
1,156 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.