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

Sierra Ocean’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
-1,400
Closed -$56.7K – 816
2025
Q2 		$56.7K Buy
+1,400
New +$53.7K 0.04% 172

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

Sierra Ocean's SPDW Position: Q3 2025 in Review

Sierra Ocean sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2025, closing a stake of 1,400 shares — an estimated $56.7K sold.

Sierra Ocean first reported a position in SPDW in Q2 2025 and held it in 1 quarter. The position peaked at $56.7K in Q2 2025. 1,065 funds tracked by Wall St. Rank hold SPDW as of Q3 2025.

  • Sierra Ocean reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 1,400 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2025, an estimated $56.7K.
  • Sierra Ocean first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2025 and held it in 1 quarter.
  • Sierra Ocean's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $56.7K in Q2 2025.
  • 1,065 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.