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

Bison Wealth’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
2024
Q4 		– Sell
-19,582
Closed -$736K – 409
2024
Q3 		$736K Sell
19,582
-535
-3% -$19.3K 0.12% 177
2024
Q2 		$721K Hold
20,117
– – 0.12% 179
2024
Q1 		$721K Sell
20,117
-239
-1% -$8.21K 0.12% 179
2023
Q4 		$692K Buy
20,356
+121
+0.6% +$3.84K 0.12% 182
2023
Q3 		$627K Sell
20,235
-30
-0.1% -$969 0.12% 179
2023
Q2 		$659K Buy
20,265
+83
+0.4% +$2.71K 0.12% 174
2023
Q1 		$661K Buy
20,182
+40
+0.2% +$1.26K 0.21% 126
2022
Q4 		$649K Buy
20,142
+302
+2% +$8.67K 0.21% 138
2022
Q3 		$511K Buy
+19,840
New +$572K 0.2% 132

Other funds holding SPDW

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bison Wealth's SPDW Position: Q4 2024 in Review

Bison Wealth sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2024, closing a stake of 19,582 shares — an estimated $736K sold.

Bison Wealth first reported a position in SPDW in Q3 2022 and held it in 9 quarters. The position peaked at $736K in Q3 2024. 969 funds tracked by Wall St. Rank hold SPDW as of Q4 2024.

  • Bison Wealth reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2024 after selling out during the quarter.
  • Bison Wealth sold 19,582 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2024, an estimated $736K.
  • Bison Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2022 and held it in 9 quarters.
  • Bison Wealth's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $736K in Q3 2024.
  • 969 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.