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Spectrum Wealth Counsel’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Spectrum Wealth Counsel’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 		$33.2K Hold
913
– – ﹤0.01% 188
2024
Q4 		$31.2K Sell
913
-404
-31% -$14.5K ﹤0.01% 187
2024
Q3 		$49.5K Hold
1,317
– – 0.01% 174
2024
Q2 		$46.2K Buy
+1,317
New +$46.8K 0.01% 210

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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Spectrum Wealth Counsel's SPDW Position: Q1 2025 in Review

Spectrum Wealth Counsel held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q1 2025 at 913 shares worth $33.2K. The position accounts for ﹤0.01% of the portfolio, ranked #188.

Spectrum Wealth Counsel first reported a position in SPDW in Q2 2024 and has held it in 4 quarters since. The position peaked at $49.5K in Q3 2024. 989 funds tracked by Wall St. Rank hold SPDW as of Q1 2025.

  • Spectrum Wealth Counsel held 913 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $33.2K as of Q1 2025.
  • Spectrum Wealth Counsel left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q1 2025.
  • State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #188 holding.
  • Spectrum Wealth Counsel first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2024 and has held it in 4 quarters since.
  • Spectrum Wealth Counsel's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $49.5K 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 Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.