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

Blue Trust Inc’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 		– Sell
-332
Closed -$14.2K – 2708
2025
Q3 		$14.2K Sell
332
-509
-61% -$21.1K ﹤0.01% 1765
2025
Q2 		$34.1K Buy
841
+646
+331% +$24.8K ﹤0.01% 1546
2025
Q1 		$7.1K Sell
195
-173
-47% -$6.25K ﹤0.01% 2024
2024
Q4 		$12.6K Buy
368
+99
+37% +$3.54K ﹤0.01% 1753
2024
Q3 		$9.42K Sell
269
-396
-60% -$14.3K ﹤0.01% 2209
2024
Q2 		$23.8K Hold
665
– – ﹤0.01% 1580
2024
Q1 		$23.8K Buy
665
+519
+355% +$17.8K ﹤0.01% 1164
2023
Q4 		$5K Sell
146
-337
-70% -$10.7K ﹤0.01% 1862
2023
Q3 		$16K Buy
483
+337
+231% +$10.9K ﹤0.01% 1255
2023
Q2 		$5K Hold
146
– – ﹤0.01% 1549
2023
Q1 		$4K Sell
146
-1,884
-93% -$59.5K ﹤0.01% 1870
2022
Q4 		$52K Hold
2,030
– – ﹤0.01% 901
2022
Q3 		$59K Sell
2,030
-90
-4% -$2.6K ﹤0.01% 693
2022
Q2 		$73K Buy
+2,120
New +$67.1K ﹤0.01% 588

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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 $1.69B AUM 19.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Blue Trust Inc's SPDW Position: Q4 2025 in Review

Blue Trust Inc sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2025, closing a stake of 332 shares — an estimated $14.2K sold.

Blue Trust Inc first reported a position in SPDW in Q2 2022 and held it in 14 quarters. The position peaked at $73K in Q2 2022. 1,165 funds tracked by Wall St. Rank hold SPDW as of Q4 2025.

  • Blue Trust Inc reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Trust Inc sold 332 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2025, an estimated $14.2K.
  • Blue Trust Inc first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2022 and held it in 14 quarters.
  • Blue Trust Inc's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $73K in Q2 2022.
  • 1,165 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.