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

Bristlecone Advisors’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
Q3 		$41.8M Buy
976,872
+23,812
+2% +$987K 3.49% 5
2025
Q2 		$38.6M Buy
953,060
+29,131
+3% +$1.12M 3.24% 6
2025
Q1 		$33.6M Buy
923,929
+6,819
+0.7% +$246K 2.75% 6
2024
Q4 		$31.3M Sell
917,110
-12,612
-1% -$452K 2.44% 7
2024
Q3 		$34.9M Sell
929,722
-9,980
-1% -$360K 2.8% 6
2024
Q2 		$33M Sell
939,702
-547
-0.1% -$19.5K 2.81% 7
2024
Q1 		$33.7M Buy
940,249
+13,248
+1% +$455K 2.96% 5
2023
Q4 		$31.5M Sell
927,001
-14,654
-2% -$465K 3.19% 4
2023
Q3 		$29.2M Buy
941,655
+20,033
+2% +$647K 3.28% 5
2023
Q2 		$30M Sell
921,622
-12,689
-1% -$414K 3.01% 7
2023
Q1 		$30M Buy
934,311
+172,201
+23% +$5.44M 3.29% 5
2022
Q4 		$22.6M Buy
762,110
+6,690
+0.9% +$192K 2.77% 5
2022
Q3 		$19.5M Sell
755,420
-43,729
-5% -$1.26M 2.54% 7
2022
Q2 		$23M Buy
799,149
+31,731
+4% +$1M 2.85% 7
2022
Q1 		$26.3M Sell
767,418
-17,946
-2% -$623K 3.23% 4
2021
Q4 		$28.6M Sell
785,364
-10,620
-1% -$391K 3.44% 4
2021
Q3 		$28.8M Buy
795,984
+2,434
+0.3% +$90.4K 3.77% 4
2021
Q2 		$29.2M Buy
793,550
+29,728
+4% +$1.1M 3.95% 4
2021
Q1 		$27M Buy
763,822
+27,906
+4% +$978K 4.08% 4
2020
Q4 		$24.8M Buy
735,916
+70,172
+11% +$2.21M 3.95% 4
2020
Q3 		$19.5M Buy
665,744
+68,721
+12% +$2.01M 3.55% 6
2020
Q2 		$16.5M Buy
597,023
+167,556
+39% +$4.38M 3.34% 6
2020
Q1 		$10.3M Buy
429,467
+173,987
+68% +$4.98M 2.45% 9
2019
Q4 		$8.01M Buy
255,480
+82,553
+48% +$2.51M 1.61% 13
2019
Q3 		$5.08M Buy
172,927
+163,395
+1,714% +$4.74M 1.24% 17
2019
Q2 		$282K Buy
+9,532
New +$281K 0.07% 155

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bristlecone Advisors's SPDW Position: Q3 2025 in Review

Bristlecone Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.5% in Q3 2025, buying an estimated $987K and bringing the position to 976,872 shares worth $41.8M. The position accounts for 3.49% of the portfolio, ranked #5.

Bristlecone Advisors first reported a position in SPDW in Q2 2019 and has held it in 26 quarters since. 1,065 funds tracked by Wall St. Rank hold SPDW as of Q3 2025.

  • Bristlecone Advisors held 976,872 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $41.8M as of Q3 2025.
  • Bristlecone Advisors bought 23,812 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2025, an estimated $987K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 3.49% of Bristlecone Advisors's portfolio in Q3 2025, its #5 holding.
  • Bristlecone Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2019 and has held it in 26 quarters since.
  • 1,065 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.