Brighton Jones LLC’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Brighton Jones LLC’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	-16,818	Closed	-$720K	–	815
2025 Q3	$720K	Sell	16,818 -495	-3%	-$20.5K	0.02%	504
2025 Q2	$701K	Buy	17,313 +6,298	+57%	+$241K	0.02%	424
2025 Q1	$401K	Sell	11,015 -76	-0.7%	-$2.75K	0.01%	457
2024 Q4	$379K	Sell	11,091 -1,602	-13%	-$57.4K	0.01%	463
2024 Q3	$477K	Sell	12,693 -458	-3%	-$16.5K	0.02%	327
2024 Q2	$461K	Buy	13,151 +6,699	+104%	+$238K	0.02%	369
2024 Q1	$231K	Buy	+6,452	New	+$222K	0.01%	530
2020 Q2	–	Sell	-66,363	Closed	-$1.59M	–	310
2020 Q1	$1.59M	Sell	66,363 -510	-0.8%	-$14.6K	0.17%	63
2019 Q4	$2.1M	Buy	66,873 +1,155	+2%	+$35.2K	0.23%	60
2019 Q3	$1.93M	Buy	65,718 +187	+0.3%	+$5.42K	0.23%	57
2019 Q2	$1.94M	Buy	+65,531	New	+$1.93M	0.23%	59

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brighton Jones LLC's SPDW Position: Q4 2025 in Review

Brighton Jones LLC sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2025, closing a stake of 16,818 shares — an estimated $720K sold.

Brighton Jones LLC first reported a position in SPDW in Q2 2019 and held it in 11 quarters. The position peaked at $2.1M in Q4 2019. 1,155 funds tracked by Wall St. Rank hold SPDW as of Q4 2025.

Brighton Jones LLC reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2025 after selling out during the quarter.
Brighton Jones LLC sold 16,818 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2025, an estimated $720K.
Brighton Jones LLC first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2019 and held it in 11 quarters.
Brighton Jones LLC's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.1M in Q4 2019.
1,155 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2025.

Based on Brighton Jones LLC's 13F filing for Q4 2025, filed 27 Jan 2026.