Coldstream Capital Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Coldstream Capital 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
2025 Q2	–	Sell	-1,220	Closed	-$44.4K	–	3036
2025 Q1	$44.4K	Buy	+1,220	New	+$44.1K	﹤0.01%	1758
2022 Q2	$524K	Sell	18,170 -15,379	-46%	-$487K	0.02%	375
2022 Q1	$1.15M	Sell	33,549 -1	-0%	-$35	0.04%	225
2021 Q4	$1.22M	Buy	+33,550	New	+$1.23M	0.04%	220

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Coldstream Capital Management's SPDW Position: Q2 2025 in Review

Coldstream Capital Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2025, closing a stake of 1,220 shares — an estimated $44.4K sold.

Coldstream Capital Management first reported a position in SPDW in Q4 2021 and held it in 4 quarters. The position peaked at $1.22M in Q4 2021. 1,044 funds tracked by Wall St. Rank hold SPDW as of Q2 2025.

Coldstream Capital Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2025 after selling out during the quarter.
Coldstream Capital Management sold 1,220 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2025, an estimated $44.4K.
Coldstream Capital Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and held it in 4 quarters.
Coldstream Capital Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.22M in Q4 2021.
1,044 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.