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Vantage Investment Partners’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Vantage Investment Partners’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
Q3 		– Sell
-9,460
Closed -$383K – 65
2025
Q2 		$383K Hold
9,460
– – 0.03% 59
2025
Q1 		$344K Hold
9,460
– – 0.03% 59
2024
Q4 		$323K Buy
9,460
+555
+6% +$19.9K 0.03% 59
2024
Q3 		$334K Hold
8,905
– – 0.03% 61
2024
Q2 		$312K Hold
8,905
– – 0.03% 60
2024
Q1 		$319K Sell
8,905
-1,798
-17% -$61.8K 0.03% 59
2023
Q4 		$364K Buy
10,703
+255
+2% +$8.09K 0.04% 61
2023
Q3 		$324K Buy
10,448
+2,075
+25% +$67K 0.04% 61
2023
Q2 		$272K Sell
8,373
-4,524
-35% -$148K 0.04% 62
2023
Q1 		$414K Buy
12,897
+830
+7% +$26.2K 0.06% 62
2022
Q4 		$358K Hold
12,067
– – 0.06% 61
2022
Q3 		$311K Hold
12,067
– – 0.05% 65
2022
Q2 		$348K Hold
12,067
– – 0.03% 69
2022
Q1 		$414K Buy
12,067
+1,809
+18% +$62.8K 0.02% 78
2021
Q4 		$374K Sell
10,258
-100
-1% -$3.68K 0.02% 74
2021
Q3 		$375K Hold
10,358
– – 0.02% 71
2021
Q2 		$381K Buy
10,358
+50
+0.5% +$1.85K 0.02% 72
2021
Q1 		$364K Hold
10,308
– – 0.02% 74
2020
Q4 		$348K Sell
10,308
-34,766
-77% -$1.1M 0.02% 68
2020
Q3 		$1.32M Sell
45,074
-778
-2% -$22.7K 0.08% 65
2020
Q2 		$1.27M Sell
45,852
-11,390
-20% -$298K 0.1% 61
2020
Q1 		$1.37M Sell
57,242
-747
-1% -$21.4K 0.12% 56
2019
Q4 		$1.82M Buy
57,989
+3
+0% +$91 0.15% 67
2019
Q3 		$1.7M Buy
57,986
+2,382
+4% +$69.1K 0.18% 66
2019
Q2 		$1.65M Sell
55,604
-139
-0.2% -$4.09K 0.19% 65
2019
Q1 		$1.63M Hold
55,743
– – 0.15% 71
2018
Q4 		$1.47M Sell
55,743
-74,247
-57% -$2.09M 0.1% 75
2018
Q3 		$4M Buy
129,990
+23,342
+22% +$713K 0.25% 70
2018
Q2 		$3.24M Buy
106,648
+22,874
+27% +$723K 0.23% 67
2018
Q1 		$2.63M Buy
+83,774
New +$2.69M 0.22% 68

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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 $1.69B AUM 19.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Vantage Investment Partners's SPDW Position: Q3 2025 in Review

Vantage Investment Partners sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2025, closing a stake of 9,460 shares — an estimated $383K sold.

Vantage Investment Partners first reported a position in SPDW in Q1 2018 and held it in 30 quarters. The position peaked at $4M in Q3 2018. 1,070 funds tracked by Wall St. Rank hold SPDW as of Q3 2025.

  • Vantage Investment Partners reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2025 after selling out during the quarter.
  • Vantage Investment Partners sold 9,460 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2025, an estimated $383K.
  • Vantage Investment Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2018 and held it in 30 quarters.
  • Vantage Investment Partners's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $4M in Q3 2018.
  • 1,070 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2025.

Based on Vantage Investment Partners's 13F filing for Q3 2025, filed 30 Oct 2025.