Valley National Advisers’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Valley National Advisers’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	-557	Closed	-$20K	–	853
2025 Q1	$20K	Buy	+557	New	+$20.1K	﹤0.01%	485
2024 Q2	–	Sell	-486	Closed	-$17K	–	1269
2024 Q1	$17K	Hold	486	–	–	﹤0.01%	551
2023 Q4	$16K	Hold	486	–	–	﹤0.01%	576
2023 Q3	$15K	Hold	486	–	–	﹤0.01%	545
2023 Q2	$16K	Hold	486	–	–	﹤0.01%	539
2023 Q1	$16K	Hold	486	–	–	﹤0.01%	534
2022 Q4	$15K	Hold	486	–	–	﹤0.01%	533
2022 Q3	$13K	Hold	486	–	–	﹤0.01%	556
2022 Q2	$14K	Buy	+486	New	+$15.4K	﹤0.01%	532

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

Valley National Advisers's SPDW Position: Q2 2025 in Review

Valley National Advisers sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2025, closing a stake of 557 shares — an estimated $20K sold.

Valley National Advisers first reported a position in SPDW in Q2 2022 and held it in 9 quarters. The position peaked at $20K in Q1 2025. 1,044 funds tracked by Wall St. Rank hold SPDW as of Q2 2025.

Valley National Advisers reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2025 after selling out during the quarter.
Valley National Advisers sold 557 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2025, an estimated $20K.
Valley National Advisers first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2022 and held it in 9 quarters.
Valley National Advisers's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $20K in Q1 2025.
1,044 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2025.

Based on Valley National Advisers's 13F filing for Q2 2025, filed 22 Jul 2025.