BCWM
SPDW icon

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

Bartlett & Co 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
2026
Q1 		$106K Hold
2,184
– – ﹤0.01% 561
2025
Q4 		$97K Hold
2,184
– – ﹤0.01% 560
2025
Q3 		$93.5K Hold
2,184
– – ﹤0.01% 571
2025
Q2 		$88.4K Sell
2,184
-19
-0.9% -$728 ﹤0.01% 569
2025
Q1 		$80.2K Buy
2,203
+19
+0.9% +$687 ﹤0.01% 578
2024
Q4 		$74.5K Sell
2,184
-23
-1% -$824 ﹤0.01% 576
2024
Q3 		$82.9K Hold
2,207
– – ﹤0.01% 569
2024
Q2 		$77.4K Sell
2,207
-144
-6% -$5.12K ﹤0.01% 587
2024
Q1 		$84.3K Hold
2,351
– – ﹤0.01% 585
2023
Q4 		$79.9K Hold
2,351
– – ﹤0.01% 610
2023
Q3 		$72.9K Hold
2,351
– – ﹤0.01% 585
2023
Q2 		$76.5K Hold
2,351
– – ﹤0.01% 584
2023
Q1 		$75.5K Sell
2,351
-5,673
-71% -$179K ﹤0.01% 503
2022
Q4 		$238K Buy
8,024
+4,490
+127% +$129K ﹤0.01% 360
2022
Q3 		$91.2K Buy
3,534
+1,183
+50% +$34.1K ﹤0.01% 469
2022
Q2 		$67.8K Hold
2,351
– – ﹤0.01% 525
2022
Q1 		$80.6K Buy
+2,351
New +$81.6K ﹤0.01% 514
2021
Q4 		– Sell
-2,351
Closed -$85.1K – 807
2021
Q3 		$85.1K Hold
2,351
– – ﹤0.01% 442
2021
Q2 		$86.5K Hold
2,351
– – ﹤0.01% 434
2021
Q1 		$83.1K Hold
2,351
– – ﹤0.01% 456
2020
Q4 		$79.3K Hold
2,351
– – ﹤0.01% 456
2020
Q3 		$68.8K Buy
+2,351
New +$68.7K ﹤0.01% 445

Other funds holding SPDW

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
LPL Financial
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)
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
Jane Street
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bartlett & Co Wealth Management's SPDW Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q1 2026 at 2,184 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Bartlett & Co Wealth Management first reported a position in SPDW in Q3 2020 and has held it in 22 quarters since. The position peaked at $238K in Q4 2022. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Bartlett & Co Wealth Management held 2,184 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $106K as of Q1 2026.
  • Bartlett & Co Wealth Management left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #561 holding.
  • Bartlett & Co Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2020 and has held it in 22 quarters since.
  • Bartlett & Co Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $238K in Q4 2022.
  • 1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.