Scott Marsh Financial’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Scott Marsh Financial’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	$1.17M	Buy	+28,884	New	+$1.11M	0.43%	73

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

Scott Marsh Financial's SPDW Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2025: 28,884 shares worth $1.17M. The stake represents 0.43% of the portfolio and ranks #73 among its holdings.

1,044 funds tracked by Wall St. Rank hold SPDW as of Q2 2025.

Scott Marsh Financial held 28,884 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.17M as of Q2 2025.
State Street SPDR Portfolio Developed World ex-US ETF was a new Scott Marsh Financial position in Q2 2025.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.43% of Scott Marsh Financial's portfolio in Q2 2025, its #73 holding.
1,044 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.