TBFA
SPDW icon

Three Bearings Fiduciary Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Three Bearings Fiduciary Advisors’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
2026
Q2 		$10.2K Hold
202
– – 0.01% 136
2026
Q1 		$9.22K Hold
202
– – 0.01% 135
2025
Q4 		$9.49K Buy
+202
New +$8.83K 0.01% 141

Other funds holding SPDW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Three Bearings Fiduciary Advisors's SPDW Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 202 shares worth $10.2K. The position accounts for 0.01% of the portfolio, ranked #136.

Three Bearings Fiduciary Advisors first reported a position in SPDW in Q4 2025 and has held it in 3 quarters since. 848 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 202 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $10.2K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #136 holding.
  • Three Bearings Fiduciary Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2025 and has held it in 3 quarters since.
  • 848 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.