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

Synergy 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
Q1 		– Sell
-345
Closed -$13K – 730
2024
Q4 		$13K Buy
+345
New +$12.4K ﹤0.01% 423

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

Synergy Asset Management's SPDW Position: Q1 2025 in Review

Synergy Asset Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2025, closing a stake of 345 shares — an estimated $13K sold.

Synergy Asset Management first reported a position in SPDW in Q4 2024 and held it in 1 quarter. The position peaked at $13K in Q4 2024. 989 funds tracked by Wall St. Rank hold SPDW as of Q1 2025.

  • Synergy Asset Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 345 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2025, an estimated $13K.
  • Synergy Asset Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $13K 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 Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.