BSWM
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Boston Standard Wealth Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Boston Standard Wealth Management’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
2026
Q3 		$47.6M Buy
948,310
+2,173
+0.2% +$111K 6.84% 3
2026
Q2 		$47.2M Sell
946,137
-13,633
-1% -$676K 6.85% 2
2026
Q1 		$44.5M Sell
959,770
-31,822
-3% -$1.49M 7.29% 3
2025
Q4 		$44M Buy
991,592
+11,044
+1% +$483K 7.27% 3
2025
Q3 		$42M Sell
980,548
-25,813
-3% -$1.07M 7.06% 3
2025
Q2 		$40.7M Buy
1,006,361
+64,981
+7% +$2.49M 7.34% 3
2025
Q1 		$33M Sell
941,380
-56,764
-6% -$2.05M 7.26% 3
2024
Q4 		$34.1M Buy
998,144
+31,688
+3% +$1.13M 6.62% 4
2024
Q3 		$36.3M Buy
966,456
+25,076
+3% +$905K 7.07% 3
2024
Q2 		$33M Buy
941,380
+5,625
+0.6% +$200K 7.26% 3
2024
Q1 		$33.5M Buy
935,755
+21,030
+2% +$722K 7.59% 3
2023
Q4 		$28.4M Hold
914,725
– – 7.49% 3
2023
Q3 		$28.4M Sell
914,725
-9,473
-1% -$306K 7.49% 3
2023
Q2 		$30.1M Buy
924,198
+24,718
+3% +$807K 7.69% 3
2023
Q1 		$28.9M Sell
899,480
-44,740
-5% -$1.41M 8.29% 3
2022
Q4 		$28M Buy
944,220
+33,514
+4% +$962K 8.32% 3
2022
Q3 		$23.5M Buy
910,706
+43,492
+5% +$1.25M 7.89% 3
2022
Q2 		$25.1M Buy
867,214
+30,048
+4% +$951K 8.06% 3
2022
Q1 		$28.7M Buy
837,166
+32,156
+4% +$1.12M 8.23% 3
2021
Q4 		$29.4M Buy
805,010
+34,990
+5% +$1.29M 8.19% 3
2021
Q3 		$27.9M Buy
770,020
+13,517
+2% +$502K 8.33% 3
2021
Q2 		$27.8M Buy
756,503
+5,307
+0.7% +$197K 8.42% 3
2021
Q1 		$26.6M Buy
751,196
+11,803
+2% +$414K 8.67% 3
2020
Q4 		$25M Buy
739,393
+19,095
+3% +$602K 9.29% 4
2020
Q3 		$21.1M Buy
720,298
+9,809
+1% +$286K 8.88% 4
2020
Q2 		$19.6M Buy
710,489
+33,370
+5% +$873K 8.87% 3
2020
Q1 		$15.5M Sell
677,119
-11,420
-2% -$327K 8.42% 4
2019
Q4 		$21.6M Sell
688,539
-3,306
-0.5% -$101K 9.64% 3
2019
Q3 		$20.3M Buy
691,845
+13,063
+2% +$379K 9.79% 3
2019
Q2 		$20.2M Buy
678,782
+24,019
+4% +$707K 9.9% 3
2019
Q1 		$19.4M Buy
654,763
+21,636
+3% +$616K 10.09% 3
2018
Q4 		$16.7M Buy
633,127
+42,776
+7% +$1.21M 9.96% 3
2018
Q3 		$18.1M Buy
+590,351
New +$18M 9.84% 3
2018
Q1 		$15.6M Buy
497,800
+19,699
+4% +$632K 9.79% 4
2017
Q4 		$15.2M Buy
+478,101
New +$14.9M 9.64% 4

Other funds holding SPDW

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 11.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Boston Standard Wealth Management's SPDW Position: Q3 2026 in Review

Boston Standard Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.23% in Q3 2026, buying an estimated $111K and bringing the position to 948,310 shares worth $47.6M. The position accounts for 6.84% of the portfolio, ranked #3.

Boston Standard Wealth Management first reported a position in SPDW in Q4 2017 and has held it in 35 quarters since. 154 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Boston Standard Wealth Management held 948,310 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $47.6M as of Q3 2026.
  • Boston Standard Wealth Management bought 2,173 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $111K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 6.84% of Boston Standard Wealth Management's portfolio in Q3 2026, its #3 holding.
  • Boston Standard Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2017 and has held it in 35 quarters since.
  • 154 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Boston Standard Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.