SPDW icon

State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
FWMP
876
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$331K -$260K -5,944 -44%
WANY
877
Wealthspire Advisors (New York)
New York
$331K +$28.8K +660 +10%
KWM
878
Keebeck Wealth Management
Illinois
$330K -$44 -1 -0%
CFG
879
Copley Financial Group
California
$329K -$14.6K -334 -4%
AWM
880
Austin Wealth Management
Texas
$328K -$1.75K -40 -0.6%
CIAS
881
Capital Investment Advisory Services
North Carolina
$327K +$39.1K +894 +14%
IWA
882
Inspirion Wealth Advisors
Illinois
$326K +$321K +7,339 New
AWM
883
Accurate Wealth Management
Florida
$325K -$18.1K -415 -6%
SCM
884
Stonehearth Capital Management
Massachusetts
$325K – – –
EP
885
Edgestream Partners
New Jersey
$324K -$3.23K -74 -1%
JSW
886
Journey Strategic Wealth
New Jersey
$323K -$32.3K -740 -9%
MBFW
887
Morton Brown Family Wealth
Pennsylvania
$322K +$4.11K +94 +1%
MPW
888
MA Private Wealth
California
$322K – – –
HWM
889
HB Wealth Management
Georgia
$321K +$316K +7,224 New
PFG
890
Prosperity Financial Group
California
$318K -$41.4K -948 -12%
RW
891
REDW Wealth
New Mexico
$318K – – –
HWM
892
HBE Wealth Management
Nebraska
$315K +$310K +7,096 New
TBF
893
True Blue Financial
Michigan
$313K +$308K +7,058 New
TFP
894
TrueWealth Financial Partners
Washington
$313K +$308K +7,058 New
FAL
895
Focused Alpha LLC
Colorado
$313K +$308K +7,043 New
AF
896
Apollon Financial
South Carolina
$313K -$437 -10 -0.1%
GC
897
Gibson Capital
Pennsylvania
$311K – – –
MC
898
Moors & Cabot
Massachusetts
$311K – – –
PPWP
899
Premier Path Wealth Partners
New Jersey
$309K +$2.23K +51 +0.7%
RAM
900
Revere Asset Management
Texas
$308K +$303K +6,941 New
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