SFPM
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Sensible Financial Planning & Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Sensible Financial Planning & 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 		$7.42M Sell
173,336
-3,305
-2% -$137K 1.35% 15
2025
Q2 		$7.15M Sell
176,641
-14,735
-8% -$565K 1.36% 14
2025
Q1 		$6.97M Sell
191,376
-62,440
-25% -$2.26M 1.39% 16
2024
Q4 		$8.66M Buy
253,816
+11,888
+5% +$426K 1.8% 14
2024
Q3 		$9.09M Buy
241,928
+5,531
+2% +$200K 1.79% 14
2024
Q2 		$8.29M Buy
236,397
+38,717
+20% +$1.38M 1.79% 14
2024
Q1 		$7.08M Sell
197,680
-1,088
-0.5% -$37.4K 1.57% 14
2023
Q4 		$6.76M Buy
198,768
+53,773
+37% +$1.71M 1.59% 13
2023
Q3 		$4.5M Buy
144,995
+449
+0.3% +$14.5K 1.13% 14
2023
Q2 		$4.7M Sell
144,546
-7,112
-5% -$232K 1.1% 17
2023
Q1 		$4.87M Sell
151,658
-1,577
-1% -$49.8K 1.15% 16
2022
Q4 		$4.55M Sell
153,235
-4,848
-3% -$139K 1.13% 15
2022
Q3 		$4.08M Buy
158,083
+15,509
+11% +$447K 1.05% 15
2022
Q2 		$4.11M Sell
142,574
-22,488
-14% -$712K 1.04% 15
2022
Q1 		$5.66M Buy
165,062
+42,044
+34% +$1.46M 1.51% 13
2021
Q4 		$4.49M Buy
123,018
+18,856
+18% +$694K 1.28% 18
2021
Q3 		$3.77M Buy
104,162
+5,410
+5% +$201K 1.23% 19
2021
Q2 		$3.63M Sell
98,752
-1,968
-2% -$73K 1.23% 19
2021
Q1 		$3.56M Sell
100,720
-3,302
-3% -$116K 1.31% 17
2020
Q4 		$3.51M Buy
104,022
+17,905
+21% +$564K 1.31% 15
2020
Q3 		$2.52M Buy
86,117
+8,475
+11% +$247K 1.03% 18
2020
Q2 		$2.14M Buy
77,642
+53,457
+221% +$1.4M 0.92% 20
2020
Q1 		$579K Buy
24,185
+1,692
+8% +$48.4K 0.28% 27
2019
Q4 		$705K Buy
22,493
+12,616
+128% +$384K 0.3% 27
2019
Q3 		$290K Buy
+9,877
New +$286K 0.13% 33

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
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)
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 $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Sensible Financial Planning & Management's SPDW Position: Q3 2025 in Review

Sensible Financial Planning & Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.9% in Q3 2025, selling an estimated $137K and leaving 173,336 shares worth $7.42M. The position accounts for 1.35% of the portfolio, ranked #15.

Sensible Financial Planning & Management first reported a position in SPDW in Q3 2019 and has held it in 25 quarters since. The position peaked at $9.09M in Q3 2024. 1,066 funds tracked by Wall St. Rank hold SPDW as of Q3 2025.

  • Sensible Financial Planning & Management held 173,336 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $7.42M as of Q3 2025.
  • Sensible Financial Planning & Management sold 3,305 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2025, an estimated $137K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.35% of Sensible Financial Planning & Management's portfolio in Q3 2025, its #15 holding.
  • Sensible Financial Planning & Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2019 and has held it in 25 quarters since.
  • Sensible Financial Planning & Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $9.09M in Q3 2024.
  • 1,066 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2025.

Based on Sensible Financial Planning & Management's 13F filing for Q3 2025, filed 5 Nov 2025.