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

AdvicePeriod’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
2020
Q2 		– Sell
-553,515
Closed -$13.3M – 88
2020
Q1 		$13.3M Buy
553,515
+474,327
+599% +$13.6M 1.38% 19
2019
Q4 		$2.48M Buy
79,188
+34,772
+78% +$1.06M 0.22% 53
2019
Q3 		$1.3M Buy
+44,416
New +$1.29M 0.12% 59

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
TF
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AdvicePeriod's SPDW Position: Q2 2020 in Review

AdvicePeriod sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2020, closing a stake of 553,515 shares — an estimated $13.3M sold.

AdvicePeriod first reported a position in SPDW in Q3 2019 and held it in 3 quarters. The position peaked at $13.3M in Q1 2020. 410 funds tracked by Wall St. Rank hold SPDW as of Q2 2020.

  • AdvicePeriod reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2020 after selling out during the quarter.
  • AdvicePeriod sold 553,515 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2020, an estimated $13.3M.
  • AdvicePeriod first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2019 and held it in 3 quarters.
  • AdvicePeriod's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $13.3M in Q1 2020.
  • 410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2020.

Based on AdvicePeriod's 13F filing for Q2 2020, filed 5 Aug 2020.