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

Wellington Wealth Strategies’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
2024
Q4 		– Sell
-16,937
Closed -$604K – 89
2024
Q3 		$604K Buy
+16,937
New +$611K 0.46% 43
2024
Q2 		– Sell
-18,957
Closed -$679K – 158
2024
Q1 		$679K Sell
18,957
-19,719
-51% -$677K 0.32% 73
2023
Q4 		$1.32M Buy
+38,676
New +$1.23M 1.11% 27
2020
Q4 		$1.32M Buy
+38,676
New +$1.22M 1.11% 27

Other funds holding SPDW

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Wealth Strategies's SPDW Position: Q4 2024 in Review

Wellington Wealth Strategies sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2024, closing a stake of 16,937 shares — an estimated $604K sold.

Wellington Wealth Strategies first reported a position in SPDW in Q4 2020 and held it in 4 quarters. The position peaked at $1.32M in Q4 2023. 968 funds tracked by Wall St. Rank hold SPDW as of Q4 2024.

  • Wellington Wealth Strategies reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2024 after selling out during the quarter.
  • Wellington Wealth Strategies sold 16,937 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2024, an estimated $604K.
  • Wellington Wealth Strategies first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and held it in 4 quarters.
  • Wellington Wealth Strategies's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.32M in Q4 2023.
  • 968 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.