20/20 Capital Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

20/20 Capital Management’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
2021 Q2	$3.19M	Buy	86,753 +1,005	+1%	+$37.3K	0.83%	35
2021 Q1	$3.03M	Sell	85,748 -8,430	-9%	-$296K	0.88%	32
2020 Q4	$3.25M	Sell	94,178 -145,368	-61%	-$4.58M	0.95%	27
2020 Q3	$7.01M	Sell	239,546 -27,109	-10%	-$792K	2.64%	8
2020 Q2	$7.76M	Sell	266,655 -14,543	-5%	-$381K	3%	8
2020 Q1	$7.12M	Buy	281,198 +545	+0.2%	+$15.6K	3.19%	8
2019 Q4	$8.82M	Buy	+280,653	New	+$8.55M	3.55%	7

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return