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

Alpha Cubed Investments’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	–	Sell	-12,037	Closed	-$347K	–	316
2022 Q2	$347K	Buy	+12,037	New	+$381K	0.03%	210
2020 Q1	–	Sell	-8,176	Closed	-$256K	–	256
2019 Q4	$256K	Sell	8,176 -31	-0.4%	-$944	0.03%	215
2019 Q3	$241K	Sell	8,207 -202	-2%	-$5.86K	0.03%	213
2019 Q2	$249K	Buy	+8,409	New	+$248K	0.03%	209

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 $374B AUM 17.66% 1-Year Est. Return

Alpha Cubed Investments's SPDW Position: Q3 2022 in Review

Alpha Cubed Investments sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2022, closing a stake of 12,037 shares — an estimated $347K sold.

Alpha Cubed Investments first reported a position in SPDW in Q2 2019 and held it in 4 quarters. The position peaked at $347K in Q2 2022. 621 funds tracked by Wall St. Rank hold SPDW as of Q3 2022.

Alpha Cubed Investments reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2022 after selling out during the quarter.
Alpha Cubed Investments sold 12,037 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2022, an estimated $347K.
Alpha Cubed Investments first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2019 and held it in 4 quarters.
Alpha Cubed Investments's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $347K in Q2 2022.
621 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2022.

Based on Alpha Cubed Investments's 13F filing for Q3 2022, filed 4 Nov 2022.