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

Secure Asset 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
Q3 		– Sell
-19,128
Closed -$774K – 333
2025
Q2 		$774K Buy
+19,128
New +$733K 0.14% 149

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Secure Asset Management's SPDW Position: Q3 2025 in Review

Secure Asset Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2025, closing a stake of 19,128 shares — an estimated $774K sold.

Secure Asset Management first reported a position in SPDW in Q2 2025 and held it in 1 quarter. The position peaked at $774K in Q2 2025. 1,069 funds tracked by Wall St. Rank hold SPDW as of Q3 2025.

  • Secure Asset Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2025 after selling out during the quarter.
  • Secure Asset Management sold 19,128 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2025, an estimated $774K.
  • Secure Asset Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2025 and held it in 1 quarter.
  • Secure Asset Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $774K in Q2 2025.
  • 1,069 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2025.

Based on Secure Asset Management's 13F filing for Q3 2025, filed 9 Oct 2025.