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

Blue Barn 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
2025
Q4 		$710K Sell
15,989
-58,594
-79% -$2.56M 1.03% 18
2025
Q3 		$3.19M Sell
74,583
-17,046
-19% -$706K 1.4% 15
2025
Q2 		$3.72M Buy
91,629
+12,844
+16% +$492K 1.75% 13
2025
Q1 		$2.87M Sell
78,785
-8,205
-9% -$296K 1.5% 16
2024
Q4 		$2.97M Buy
86,990
+214
+0.2% +$7.66K 1.57% 16
2024
Q3 		$3.26M Buy
86,776
+9,423
+12% +$340K 1.67% 15
2024
Q2 		$2.71M Buy
77,353
+3,976
+5% +$141K 1.51% 17
2024
Q1 		$2.63M Sell
73,377
-1,602
-2% -$55K 1.47% 17
2023
Q4 		$2.55M Buy
74,979
+7,161
+11% +$227K 1.52% 16
2023
Q3 		$2.1M Sell
67,818
-4,956
-7% -$160K 1.38% 20
2023
Q2 		$2.37M Sell
72,774
-7,141
-9% -$233K 1.54% 14
2023
Q1 		$2.57M Sell
79,915
-6,151
-7% -$194K 1.59% 15
2022
Q4 		$2.56M Buy
86,066
+34,719
+68% +$996K 1.68% 15
2022
Q3 		$1.32M Sell
51,347
-6,131
-11% -$177K 0.94% 25
2022
Q2 		$1.66M Buy
57,478
+11,283
+24% +$357K 1.27% 18
2022
Q1 		$1.58M Buy
46,195
+4,918
+12% +$171K 1.1% 24
2021
Q4 		$1.51M Buy
41,277
+1,440
+4% +$53K 1.02% 24
2021
Q3 		$1.44M Buy
39,837
+394
+1% +$14.6K 1.26% 21
2021
Q2 		$1.45M Buy
+39,443
New +$1.46M 1.49% 20

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Blue Barn Wealth's SPDW Position: Q4 2025 in Review

Blue Barn Wealth reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 79% in Q4 2025, selling an estimated $2.56M and leaving 15,989 shares worth $710K. The position accounts for 1.03% of the portfolio, ranked #18.

Blue Barn Wealth first reported a position in SPDW in Q2 2021 and has held it in 19 quarters since. The position peaked at $3.72M in Q2 2025. 1,155 funds tracked by Wall St. Rank hold SPDW as of Q4 2025.

  • Blue Barn Wealth held 15,989 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $710K as of Q4 2025.
  • Blue Barn Wealth sold 58,594 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2025, an estimated $2.56M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.03% of Blue Barn Wealth's portfolio in Q4 2025, its #18 holding.
  • Blue Barn Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2021 and has held it in 19 quarters since.
  • Blue Barn Wealth's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $3.72M in Q2 2025.
  • 1,155 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.