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Watts Gwilliam & Co’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Watts Gwilliam & Co’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 		$749K Hold
17,502
– – 0.12% 104
2025
Q2 		$749K Hold
17,502
– – 0.12% 104
2025
Q1 		$637K Hold
17,502
– – 0.14% 108
2024
Q4 		$604K Hold
17,502
– – 0.13% 113
2024
Q3 		$646K Buy
+17,502
New +$632K 0.14% 108

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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 $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Watts Gwilliam & Co's SPDW Position: Q3 2025 in Review

Watts Gwilliam & Co held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q3 2025 at 17,502 shares worth $749K. The position accounts for 0.12% of the portfolio, ranked #104.

Watts Gwilliam & Co first reported a position in SPDW in Q3 2024 and has held it in 5 quarters since. The position peaked at $749K in Q2 2025. 1,065 funds tracked by Wall St. Rank hold SPDW as of Q3 2025.

  • Watts Gwilliam & Co held 17,502 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $749K as of Q3 2025.
  • Watts Gwilliam & Co left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q3 2025.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.12% of Watts Gwilliam & Co's portfolio in Q3 2025, its #104 holding.
  • Watts Gwilliam & Co first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2024 and has held it in 5 quarters since.
  • Watts Gwilliam & Co's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $749K in Q2 2025.
  • 1,065 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.