Topel & Distasi Wealth Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Topel & Distasi Wealth 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 Q2	–	Sell	-133,070	Closed	-$4.85M	–	68
2025 Q1	$4.85M	Hold	133,070	–	–	2.26%	13
2024 Q4	$4.54M	Hold	133,070	–	–	1.95%	18
2024 Q3	$5M	Buy	133,070 +33	+0%	+$1.19K	2.07%	15
2024 Q2	$4.67M	Hold	133,037	–	–	2.05%	16
2024 Q1	$4.77M	Hold	133,037	–	–	2.11%	14
2023 Q4	$4.52M	Hold	133,037	–	–	2.15%	15
2023 Q3	$4.13M	Sell	133,037 -327	-0.2%	-$10.6K	2.16%	16
2023 Q2	$4.34M	Hold	133,364	–	–	2.18%	16
2023 Q1	$4.28M	Hold	133,364	–	–	2.24%	16
2022 Q4	$3.96M	Hold	133,364	–	–	2.22%	16
2022 Q3	$3.97M	Buy	+133,364	New	+$3.84M	2.19%	15
2022 Q1	–	Sell	-115,073	Closed	-$4.2M	–	78
2021 Q4	$4.2M	Buy	+115,073	New	+$4.23M	1.71%	19

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Topel & Distasi Wealth Management's SPDW Position: Q2 2025 in Review

Topel & Distasi Wealth Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2025, closing a stake of 133,070 shares — an estimated $4.85M sold.

Topel & Distasi Wealth Management first reported a position in SPDW in Q4 2021 and held it in 12 quarters. The position peaked at $5M in Q3 2024. 1,044 funds tracked by Wall St. Rank hold SPDW as of Q2 2025.

Topel & Distasi Wealth Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2025 after selling out during the quarter.
Topel & Distasi Wealth Management sold 133,070 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2025, an estimated $4.85M.
Topel & Distasi Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and held it in 12 quarters.
Topel & Distasi Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $5M in Q3 2024.
1,044 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2025.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2025, filed 7 Aug 2025.