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Wade Financial Advisory’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Wade Financial Advisory’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 		$2.15M Buy
59,015
+1,295
+2% +$46.8K 0.74% 24
2024
Q4 		$1.97M Sell
57,720
-1,610
-3% -$57.6K 0.67% 27
2024
Q3 		$2.23M Sell
59,330
-336
-0.6% -$12.1K 0.75% 25
2024
Q2 		$2.09M Sell
59,666
-198
-0.3% -$7.04K 0.75% 24
2024
Q1 		$2.15M Sell
59,864
-203
-0.3% -$6.97K 0.78% 24
2023
Q4 		$2.04M Sell
60,067
-505
-0.8% -$16K 0.77% 28
2023
Q3 		$1.88M Hold
60,572
– – 0.8% 27
2023
Q2 		$1.97M Sell
60,572
-28
-0% -$914 0.78% 28
2023
Q1 		$1.95M Sell
60,600
-330
-0.5% -$10.4K 0.82% 29
2022
Q4 		$1.81M Sell
60,930
-1,695
-3% -$48.6K 0.82% 30
2022
Q3 		$1.62M Sell
62,625
-590
-0.9% -$17K 0.81% 27
2022
Q2 		$1.82M Sell
63,215
-575
-0.9% -$18.2K 0.86% 29
2022
Q1 		$2.19M Buy
63,790
+13,780
+28% +$478K 0.94% 26
2021
Q4 		$1.82M Buy
50,010
+5
+0% +$184 0.95% 29
2021
Q3 		$1.81M Sell
50,005
-231
-0.5% -$8.58K 1.02% 26
2021
Q2 		$1.85M Sell
50,236
-67
-0.1% -$2.48K 1.01% 27
2021
Q1 		$1.78M Buy
50,303
+430
+0.9% +$15.1K 1.12% 25
2020
Q4 		$1.68M Sell
49,873
-640
-1% -$20.2K 1.13% 26
2020
Q3 		$1.48M Sell
50,513
-354
-0.7% -$10.3K 1.16% 28
2020
Q2 		$1.41M Sell
50,867
-9,993
-16% -$262K 1.21% 28
2020
Q1 		$1.46M Buy
60,860
+38,451
+172% +$1.1M 1.45% 24
2019
Q4 		$703K Buy
+22,409
New +$682K 0.62% 28

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

Wade Financial Advisory's SPDW Position: Q1 2025 in Review

Wade Financial Advisory increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.2% in Q1 2025, buying an estimated $46.8K and bringing the position to 59,015 shares worth $2.15M. The position accounts for 0.74% of the portfolio, ranked #24.

Wade Financial Advisory first reported a position in SPDW in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.23M in Q3 2024. 989 funds tracked by Wall St. Rank hold SPDW as of Q1 2025.

  • Wade Financial Advisory held 59,015 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.15M as of Q1 2025.
  • Wade Financial Advisory bought 1,295 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2025, an estimated $46.8K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.74% of Wade Financial Advisory's portfolio in Q1 2025, its #24 holding.
  • Wade Financial Advisory first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 22 quarters since.
  • Wade Financial Advisory's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.23M in Q3 2024.
  • 989 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.