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Stonehaven Wealth & Tax Solutions’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		– Sell
-42,585
Closed -$1.45M – 85
2024
Q4 		$1.45M Buy
+42,585
New +$1.52M 1.58% 17

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

Stonehaven Wealth & Tax Solutions's SPDW Position: Q1 2025 in Review

Stonehaven Wealth & Tax Solutions sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2025, closing a stake of 42,585 shares — an estimated $1.45M sold.

Stonehaven Wealth & Tax Solutions first reported a position in SPDW in Q4 2024 and held it in 1 quarter. The position peaked at $1.45M in Q4 2024. 989 funds tracked by Wall St. Rank hold SPDW as of Q1 2025.

  • Stonehaven Wealth & Tax Solutions reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2025 after selling out during the quarter.
  • Stonehaven Wealth & Tax Solutions sold 42,585 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2025, an estimated $1.45M.
  • Stonehaven Wealth & Tax Solutions first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and held it in 1 quarter.
  • Stonehaven Wealth & Tax Solutions's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.45M in Q4 2024.
  • 989 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2025.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2025, filed 15 May 2025.