BFA
SPDW icon

Beacon Financial Advisory’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Beacon Financial Advisory’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
-6,223
Closed -$212K – 336
2024
Q4 		$212K Sell
6,223
-651
-9% -$23.3K 0.07% 281
2024
Q3 		$258K Sell
6,874
-1,277
-16% -$46.1K 0.09% 244
2024
Q2 		$286K Buy
+8,151
New +$290K 0.11% 217
2022
Q3 		– Sell
-8,629
Closed -$249K – 216
2022
Q2 		$249K Sell
8,629
-365
-4% -$11.6K 0.14% 184
2022
Q1 		$308K Sell
8,994
-344
-4% -$11.9K 0.15% 171
2021
Q4 		$341K Buy
9,338
+2
+0% +$74 0.16% 162
2021
Q3 		$338K Sell
9,336
-14
-0.1% -$520 0.18% 156
2021
Q2 		$344K Sell
9,350
-913
-9% -$33.9K 0.18% 149
2021
Q1 		$363K Sell
10,263
-8,402
-45% -$295K 0.21% 140
2020
Q4 		$629K Sell
18,665
-699
-4% -$22K 0.41% 77
2020
Q3 		$566K Sell
19,364
-1,373
-7% -$40.1K 0.49% 62
2020
Q2 		$572K Sell
20,737
-1,859
-8% -$48.6K 0.62% 47
2020
Q1 		$540K Sell
22,596
-2,510
-10% -$71.8K 0.69% 44
2019
Q4 		$787K Buy
+25,106
New +$765K 0.67% 42

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
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
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

Beacon Financial Advisory's SPDW Position: Q1 2025 in Review

Beacon Financial Advisory sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2025, closing a stake of 6,223 shares — an estimated $212K sold.

Beacon Financial Advisory first reported a position in SPDW in Q4 2019 and held it in 14 quarters. The position peaked at $787K in Q4 2019. 989 funds tracked by Wall St. Rank hold SPDW as of Q1 2025.

  • Beacon Financial Advisory reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2025 after selling out during the quarter.
  • Beacon Financial Advisory sold 6,223 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2025, an estimated $212K.
  • Beacon Financial Advisory first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and held it in 14 quarters.
  • Beacon Financial Advisory's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $787K in Q4 2019.
  • 989 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2025.

Based on Beacon Financial Advisory's 13F filing for Q1 2025, filed 24 Apr 2025.