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BOLTON SECURITIES CORPORATION’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$105K Hold
2,082
– – ﹤0.01% 1117
2026
Q2 		$105K Hold
2,082
– – ﹤0.01% 1101
2026
Q1 		$95K Buy
+2,082
New +$97.7K ﹤0.01% 1038
2025
Q3 		$89.1K Buy
+2,082
New +$86.3K ﹤0.01% 1009
2025
Q1 		$75.8K Buy
+2,082
New +$75.2K ﹤0.01% 940

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SPDW Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q3 2026 at 2,082 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

BOLTON SECURITIES CORPORATION first reported a position in SPDW in Q1 2025 and has held it in 5 quarters since. The position peaked at $105K in Q2 2026. 1,004 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 2,082 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $105K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1117 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $105K in Q2 2026.
  • 1,004 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.