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

Bridge Advisory’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
Q3 		$5.08M Sell
135,367
-4,578
-3% -$165K 2.42% 12
2024
Q2 		$4.91M Buy
139,945
+6,197
+5% +$220K 2.42% 11
2024
Q1 		$4.79M Buy
133,748
+46,089
+53% +$1.58M 2.38% 11
2023
Q4 		$2.98M Buy
+87,659
New +$2.78M 1.5% 15

Other funds holding SPDW

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bridge Advisory's SPDW Position: Q3 2024 in Review

Bridge Advisory reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 3.3% in Q3 2024, selling an estimated $165K and leaving 135,367 shares worth $5.08M. The position accounts for 2.42% of the portfolio, ranked #12.

Bridge Advisory first reported a position in SPDW in Q4 2023 and has held it in 4 quarters since. 888 funds tracked by Wall St. Rank hold SPDW as of Q3 2024.

  • Bridge Advisory held 135,367 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $5.08M as of Q3 2024.
  • Bridge Advisory sold 4,578 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2024, an estimated $165K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 2.42% of Bridge Advisory's portfolio in Q3 2024, its #12 holding.
  • Bridge Advisory first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 4 quarters since.
  • 888 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.