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

AGF Investments LLC’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 Q3	$4K	Hold	153	–	–	﹤0.01%	275
2022 Q2	$4K	Hold	153	–	–	﹤0.01%	363
2022 Q1	$5K	Buy	153 +21	+16%	+$729	﹤0.01%	410
2021 Q4	$5K	Sell	132 -77	-37%	-$2.83K	﹤0.01%	410
2021 Q3	$8K	Hold	209	–	–	﹤0.01%	398
2021 Q2	$8K	Hold	209	–	–	﹤0.01%	402
2021 Q1	$7K	Sell	209 -67	-24%	-$2.35K	﹤0.01%	391
2020 Q4	$9K	Hold	276	–	–	﹤0.01%	472
2020 Q3	$8K	Buy	276 +121	+78%	+$3.53K	﹤0.01%	475
2020 Q2	$4K	Buy	155 +58	+60%	+$1.52K	﹤0.01%	522
2020 Q1	$2K	Hold	97	–	–	﹤0.01%	569
2019 Q4	$3K	Buy	+97	New	+$2.95K	﹤0.01%	587

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

SMM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEIA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AGF Investments LLC's SPDW Position: Q3 2022 in Review

AGF Investments LLC held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q3 2022 at 153 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

AGF Investments LLC first reported a position in SPDW in Q4 2019 and has held it in 12 quarters since. The position peaked at $9K in Q4 2020. 621 funds tracked by Wall St. Rank hold SPDW as of Q3 2022.

AGF Investments LLC held 153 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $4K as of Q3 2022.
AGF Investments LLC left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q3 2022.
State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of AGF Investments LLC's portfolio in Q3 2022, its #275 holding.
AGF Investments LLC first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 12 quarters since.
AGF Investments LLC's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $9K in Q4 2020.
621 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2022.

Based on AGF Investments LLC's 13F filing for Q3 2022, filed 10 Nov 2022.