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

BankPlus Wealth Management’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
Q1 		– Sell
-14,473
Closed -$494K – 104
2024
Q4 		$494K Buy
+14,473
New +$518K 0.37% 54

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AF
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LPL Financial
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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BankPlus Wealth Management's SPDW Position: Q1 2025 in Review

BankPlus Wealth Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2025, closing a stake of 14,473 shares — an estimated $494K sold.

BankPlus Wealth Management first reported a position in SPDW in Q4 2024 and held it in 1 quarter. The position peaked at $494K in Q4 2024. 990 funds tracked by Wall St. Rank hold SPDW as of Q1 2025.

  • BankPlus Wealth Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2025 after selling out during the quarter.
  • BankPlus Wealth Management sold 14,473 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2025, an estimated $494K.
  • BankPlus Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and held it in 1 quarter.
  • BankPlus Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $494K in Q4 2024.
  • 990 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2025.

Based on BankPlus Wealth Management's 13F filing for Q1 2025, filed 25 Apr 2025.