Pinnacle Financial Partners (Tennessee)’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Pinnacle Financial Partners (Tennessee)’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	$586K	Buy	13,690 +6,169	+82%	+$256K	0.01%	318
2025 Q2	$305K	Buy	+7,521	New	+$288K	0.01%	385
2024 Q4	–	Sell	-6,780	Closed	-$255K	–	528
2024 Q3	$255K	Buy	6,780 +42	+0.6%	+$1.52K	0.01%	404
2024 Q2	$236K	Hold	6,738	–	–	0.01%	398
2024 Q1	$241K	Sell	6,738 -3,478	-34%	-$119K	0.01%	406
2023 Q4	$347K	Sell	10,216 -4,816	-32%	-$153K	0.01%	344
2023 Q3	$466K	Hold	15,032	–	–	0.01%	306
2023 Q2	$489K	Hold	15,032	–	–	0.01%	296
2023 Q1	$483K	Buy	+15,032	New	+$474K	0.01%	297

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

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

Pinnacle Financial Partners (Tennessee)'s SPDW Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 82% in Q3 2025, buying an estimated $256K and bringing the position to 13,690 shares worth $586K. The position accounts for 0.01% of the portfolio, ranked #318.

Pinnacle Financial Partners (Tennessee) first reported a position in SPDW in Q1 2023 and has held it in 9 quarters since. 1,065 funds tracked by Wall St. Rank hold SPDW as of Q3 2025.

Pinnacle Financial Partners (Tennessee) held 13,690 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $586K as of Q3 2025.
Pinnacle Financial Partners (Tennessee) bought 6,169 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2025, an estimated $256K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #318 holding.
Pinnacle Financial Partners (Tennessee) first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2023 and has held it in 9 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 Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.