Bellwether Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Bellwether Advisors’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 Q3	–	Sell	-1,064	Closed	-$43.1K	–	504
2025 Q2	$43.1K	Hold	1,064	–	–	0.01%	233
2025 Q1	$38.7K	Hold	1,064	–	–	0.01%	235
2024 Q4	$36.3K	Buy	+1,064	New	+$38.1K	0.01%	249
2023 Q2	–	Sell	-1,712	Closed	-$55K	–	384
2023 Q1	$55K	Sell	1,712 -333	-16%	-$10.5K	0.02%	186
2022 Q4	$60.7K	Sell	2,045 -742	-27%	-$21.3K	0.02%	177
2022 Q3	$71K	Sell	2,787 -3,229	-54%	-$93.1K	0.02%	136
2022 Q2	$173K	Hold	6,016	–	–	0.06%	117
2022 Q1	$206K	Sell	6,016 -344	-5%	-$11.9K	0.06%	133
2021 Q4	$232K	Buy	6,360 +244	+4%	+$8.97K	0.07%	119
2021 Q3	$221K	Buy	6,116 +100	+2%	+$3.71K	0.07%	143
2021 Q2	$221K	Hold	6,016	–	–	0.08%	123
2021 Q1	$212K	Hold	6,016	–	–	0.08%	107
2020 Q4	$203K	Buy	+6,016	New	+$190K	0.09%	105

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bellwether Advisors's SPDW Position: Q3 2025 in Review

Bellwether Advisors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2025, closing a stake of 1,064 shares — an estimated $43.1K sold.

Bellwether Advisors first reported a position in SPDW in Q4 2020 and held it in 13 quarters. The position peaked at $232K in Q4 2021. 1,065 funds tracked by Wall St. Rank hold SPDW as of Q3 2025.

Bellwether Advisors reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 1,064 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2025, an estimated $43.1K.
Bellwether Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $232K in Q4 2021.
1,065 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.