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WA
Wealth Architects’s
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
Stock Holding History
Wealth Architects’s Portfolio
SPDW Stock Details
SPDW Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$278K
Hold
6,094
–
–
0.02%
187
2025
Q4
$271K
Hold
6,094
–
–
0.02%
192
2025
Q3
$261K
Hold
6,094
–
–
0.02%
193
2025
Q2
$247K
Sell
6,094
-1,094
-15%
-$41.9K
0.03%
190
2025
Q1
$262K
Hold
7,188
–
–
0.03%
189
2024
Q4
$245K
Hold
7,188
–
–
0.03%
188
2024
Q3
$270K
Hold
7,188
–
–
0.03%
177
2024
Q2
$252K
Hold
7,188
–
–
0.03%
175
2024
Q1
$258K
Hold
7,188
–
–
0.03%
172
2023
Q4
$244K
Sell
7,188
-75
-1%
-$2.38K
0.03%
172
2023
Q3
$225K
Hold
7,263
–
–
0.04%
167
2023
Q2
$236K
Sell
7,263
-89
-1%
-$2.9K
0.04%
164
2023
Q1
$236K
Buy
7,352
+32
+0.4%
+$1.01K
0.04%
161
2022
Q4
$217K
Buy
+7,320
New
+$210K
0.04%
158
2022
Q3
–
Sell
-7,414
Closed
-$214K
–
187
2022
Q2
$214K
Hold
7,414
–
–
0.04%
166
2022
Q1
$254K
Buy
+7,414
New
+$257K
0.04%
165
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
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)
Omaha, Nebraska
$38.1B AUM
19.66%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Jane Street
New York
$777B AUM
61.18%
1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services
New York
$26B AUM
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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