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

SPC Financial Inc’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 		$69.4M Buy
1,622,671
+111,199
+7% +$4.61M 5.42% 2
2025
Q2 		$61.2M Buy
1,511,472
+1,225,222
+428% +$47M 5.13% 3
2025
Q1 		$10.4M Buy
+286,250
New +$10.3M 0.92% 29
2024
Q4 		– Sell
-280,856
Closed -$10.5M – 271
2024
Q3 		$10.5M Buy
280,856
+1,880
+0.7% +$67.9K 0.93% 30
2024
Q2 		$9.79M Buy
278,976
+14,206
+5% +$505K 0.91% 29
2024
Q1 		$9.49M Buy
264,770
+12,987
+5% +$446K 0.89% 28
2023
Q4 		$8.56M Buy
251,783
+21,980
+10% +$698K 0.87% 29
2023
Q3 		$7.13M Buy
229,803
+13,751
+6% +$444K 0.8% 31
2023
Q2 		$7.03M Buy
216,052
+15,708
+8% +$513K 0.76% 30
2023
Q1 		$6.44M Buy
200,344
+23,441
+13% +$740K 0.73% 31
2022
Q4 		$5.25M Sell
176,903
-10,803
-6% -$310K 0.62% 34
2022
Q3 		$4.84M Buy
187,706
+6,450
+4% +$186K 0.6% 31
2022
Q2 		$5.23M Buy
181,256
+9,138
+5% +$289K 0.65% 31
2022
Q1 		$5.9M Sell
172,118
-2,754
-2% -$95.6K 0.68% 29
2021
Q4 		$6.38M Buy
174,872
+24,493
+16% +$901K 0.71% 30
2021
Q3 		$5.45M Sell
150,379
-22,571
-13% -$838K 0.67% 28
2021
Q2 		$6.36M Buy
172,950
+64,903
+60% +$2.41M 0.77% 29
2021
Q1 		$3.82M Buy
108,047
+7,509
+7% +$263K 0.5% 33
2020
Q4 		$3.39M Buy
100,538
+10,777
+12% +$340K 0.48% 38
2020
Q3 		$2.63M Buy
+89,761
New +$2.62M 0.45% 41

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

SPC Financial Inc's SPDW Position: Q3 2025 in Review

SPC Financial Inc increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 7.4% in Q3 2025, buying an estimated $4.61M and bringing the position to 1,622,671 shares worth $69.4M. The position accounts for 5.42% of the portfolio, ranked #2.

SPC Financial Inc first reported a position in SPDW in Q3 2020 and has held it in 20 quarters since. 1,065 funds tracked by Wall St. Rank hold SPDW as of Q3 2025.

  • SPC Financial Inc held 1,622,671 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $69.4M as of Q3 2025.
  • SPC Financial Inc bought 111,199 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2025, an estimated $4.61M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 5.42% of SPC Financial Inc's portfolio in Q3 2025, its #2 holding.
  • SPC Financial Inc first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2020 and has held it in 20 quarters since.
  • 1,065 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.