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

Schechter Investment 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 Q1	$2.19M	Sell	60,067 -12,480	-17%	-$451K	0.18%	114
2024 Q4	$2.48M	Buy	72,547 +8	+0%	+$286	0.19%	104
2024 Q3	$2.72M	Hold	72,539	–	–	0.2%	93
2024 Q2	$2.54M	Buy	72,539 +9	+0%	+$320	0.19%	92
2024 Q1	$2.6M	Buy	+72,530	New	+$2.49M	0.19%	95

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Schechter Investment Advisors's SPDW Position: Q1 2025 in Review

Schechter Investment Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 17% in Q1 2025, selling an estimated $451K and leaving 60,067 shares worth $2.19M. The position accounts for 0.18% of the portfolio, ranked #114.

Schechter Investment Advisors first reported a position in SPDW in Q1 2024 and has held it in 5 quarters since. The position peaked at $2.72M in Q3 2024. 989 funds tracked by Wall St. Rank hold SPDW as of Q1 2025.

Schechter Investment Advisors held 60,067 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.19M as of Q1 2025.
Schechter Investment Advisors sold 12,480 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2025, an estimated $451K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.18% of Schechter Investment Advisors's portfolio in Q1 2025, its #114 holding.
Schechter Investment Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2024 and has held it in 5 quarters since.
Schechter Investment Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.72M in Q3 2024.
989 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.