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

Advisor Partners’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
2022 Q2	–	Sell	-9,645	Closed	-$331K	–	891
2022 Q1	$331K	Sell	9,645 -54	-0.6%	-$1.87K	0.02%	641
2021 Q4	$354K	Buy	9,699 +290	+3%	+$10.7K	0.02%	625
2021 Q3	$341K	Sell	9,409 -200	-2%	-$7.43K	0.02%	606
2021 Q2	$354K	Sell	9,609 -284	-3%	-$10.5K	0.02%	606
2021 Q1	$350K	Sell	9,893 -45	-0.5%	-$1.58K	0.03%	586
2020 Q4	$336K	Buy	9,938 +1,893	+24%	+$59.7K	0.03%	562
2020 Q3	$236K	Buy	+8,045	New	+$235K	0.02%	589

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

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

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

SMM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEIA

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

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

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

Advisor Partners's SPDW Position: Q2 2022 in Review

Advisor Partners sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2022, closing a stake of 9,645 shares — an estimated $331K sold.

Advisor Partners first reported a position in SPDW in Q3 2020 and held it in 7 quarters. The position peaked at $354K in Q4 2021. 644 funds tracked by Wall St. Rank hold SPDW as of Q2 2022.

Advisor Partners reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2022 after selling out during the quarter.
Advisor Partners sold 9,645 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2022, an estimated $331K.
Advisor Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2020 and held it in 7 quarters.
Advisor Partners's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $354K in Q4 2021.
644 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.