Wealth Quarterback’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Wealth Quarterback’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 Q4	–	Sell	-7,469	Closed	-$320K	–	160
2025 Q3	$320K	Sell	7,469 -40	-0.5%	-$1.66K	0.12%	121
2025 Q2	$304K	Sell	7,509 -535	-7%	-$20.5K	0.14%	110
2025 Q1	$293K	Sell	8,044 -528	-6%	-$19.1K	0.16%	99
2024 Q4	$293K	Sell	8,572 -80,535	-90%	-$2.88M	0.14%	94
2024 Q3	$3.35M	Buy	89,107 +446	+0.5%	+$16.1K	1.74%	13
2024 Q2	$3.11M	Sell	88,661 -3,002	-3%	-$107K	1.76%	12
2024 Q1	$3.29M	Buy	91,663 +12,707	+16%	+$437K	1.84%	12
2023 Q4	$2.69M	Sell	78,956 -42,417	-35%	-$1.35M	1.64%	14
2023 Q3	$3.76M	Buy	+121,373	New	+$3.92M	3.26%	9

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Quarterback's SPDW Position: Q4 2025 in Review

Wealth Quarterback sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2025, closing a stake of 7,469 shares — an estimated $320K sold.

Wealth Quarterback first reported a position in SPDW in Q3 2023 and held it in 9 quarters. The position peaked at $3.76M in Q3 2023. 1,155 funds tracked by Wall St. Rank hold SPDW as of Q4 2025.

Wealth Quarterback reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2025 after selling out during the quarter.
Wealth Quarterback sold 7,469 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2025, an estimated $320K.
Wealth Quarterback first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2023 and held it in 9 quarters.
Wealth Quarterback's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $3.76M in Q3 2023.
1,155 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2025.

Based on Wealth Quarterback's 13F filing for Q4 2025, filed 15 Jan 2026.