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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

20/20 Capital Management's SPDW Position: Q2 2021 in Review

20/20 Capital Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.2% in Q2 2021, buying an estimated $37.3K and bringing the position to 86,753 shares worth $3.19M. The position accounts for 0.83% of the portfolio, ranked #35.

20/20 Capital Management first reported a position in SPDW in Q4 2019 and has held it in 7 quarters since. The position peaked at $8.82M in Q4 2019. 558 funds tracked by Wall St. Rank hold SPDW as of Q2 2021.

20/20 Capital Management held 86,753 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.19M as of Q2 2021.
20/20 Capital Management bought 1,005 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2021, an estimated $37.3K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.83% of 20/20 Capital Management's portfolio in Q2 2021, its #35 holding.
20/20 Capital Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 7 quarters since.
20/20 Capital Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $8.82M in Q4 2019.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.