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

Pinnacle Bancorp’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 		– Sell
-130
Closed -$5.26K – 934
2025
Q2 		$5.26K Hold
130
– – ﹤0.01% 794
2025
Q1 		$4.73K Buy
+130
New +$4.7K ﹤0.01% 789
2023
Q1 		– Sell
-1,233
Closed -$37K – 812
2022
Q4 		$37K Hold
1,233
– – 0.01% 382
2022
Q3 		$32K Buy
1,233
+131
+12% +$3.78K 0.01% 390
2022
Q2 		$32K Hold
1,102
– – 0.01% 391
2022
Q1 		$38K Sell
1,102
-98
-8% -$3.4K 0.01% 381
2021
Q4 		$44K Hold
1,200
– – 0.02% 372
2021
Q3 		$43K Hold
1,200
– – 0.02% 366
2021
Q2 		$44K Hold
1,200
– – 0.02% 375
2021
Q1 		$42K Sell
1,200
-94
-7% -$3.29K 0.02% 374
2020
Q4 		$44K Buy
1,294
+106
+9% +$3.34K 0.03% 345
2020
Q3 		$35K Hold
1,188
– – 0.02% 356
2020
Q2 		$33K Sell
1,188
-23
-2% -$602 0.02% 346
2020
Q1 		$29K Hold
1,211
– – 0.02% 340
2019
Q4 		$38K Hold
1,211
– – 0.03% 350
2019
Q3 		$36K Hold
1,211
– – 0.02% 357
2019
Q2 		$36K Hold
1,211
– – 0.02% 357
2019
Q1 		$35K Hold
1,211
– – 0.02% 351
2018
Q4 		$32K Buy
+1,211
New +$34.1K 0.02% 353
2017
Q1 		$24K Buy
+875
New +$23.6K 0.02% 392

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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 $1.69B AUM 19.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Pinnacle Bancorp's SPDW Position: Q3 2025 in Review

Pinnacle Bancorp sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2025, closing a stake of 130 shares — an estimated $5.26K sold.

Pinnacle Bancorp first reported a position in SPDW in Q1 2017 and held it in 20 quarters. The position peaked at $44K in Q4 2021. 1,069 funds tracked by Wall St. Rank hold SPDW as of Q3 2025.

  • Pinnacle Bancorp reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2025 after selling out during the quarter.
  • Pinnacle Bancorp sold 130 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2025, an estimated $5.26K.
  • Pinnacle Bancorp first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2017 and held it in 20 quarters.
  • Pinnacle Bancorp's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $44K in Q4 2021.
  • 1,069 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2025.

Based on Pinnacle Bancorp's 13F filing for Q3 2025, filed 24 Oct 2025.