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

Sabal Trust’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
Q1 		$831K Buy
22,810
+15,000
+192% +$542K 0.05% 157
2024
Q4 		$267K Sell
7,810
-425
-5% -$15.2K 0.02% 210
2024
Q3 		$309K Hold
8,235
– – 0.02% 194
2024
Q2 		$289K Buy
8,235
+505
+7% +$18K 0.02% 181
2024
Q1 		$277K Buy
+7,730
New +$266K 0.02% 189

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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sabal Trust's SPDW Position: Q1 2025 in Review

Sabal Trust increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 192% in Q1 2025, buying an estimated $542K and bringing the position to 22,810 shares worth $831K. The position accounts for 0.05% of the portfolio, ranked #157.

Sabal Trust first reported a position in SPDW in Q1 2024 and has held it in 5 quarters since. 990 funds tracked by Wall St. Rank hold SPDW as of Q1 2025.

  • Sabal Trust held 22,810 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $831K as of Q1 2025.
  • Sabal Trust bought 15,000 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2025, an estimated $542K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.05% of Sabal Trust's portfolio in Q1 2025, its #157 holding.
  • Sabal Trust first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2024 and has held it in 5 quarters since.
  • 990 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.