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

American Portfolios Advisors’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 		$548K Buy
21,255
+169
+0.8% +$4.87K 0.02% 607
2022
Q2 		$608K Sell
21,086
-162
-0.8% -$5.13K 0.03% 586
2022
Q1 		$728K Buy
21,248
+3,210
+18% +$111K 0.02% 584
2021
Q4 		$658K Buy
18,038
+261
+1% +$9.6K 0.02% 626
2021
Q3 		$644K Sell
17,777
-437
-2% -$16.2K 0.02% 603
2021
Q2 		$670K Buy
18,214
+1,937
+12% +$71.9K 0.03% 597
2021
Q1 		$576K Buy
16,277
+2,259
+16% +$79.2K 0.03% 603
2020
Q4 		$473K Sell
14,018
-1,483
-10% -$46.7K 0.02% 571
2020
Q3 		$454K Sell
15,501
-1,209
-7% -$35.3K 0.03% 515
2020
Q2 		$462K Buy
16,710
+1,630
+11% +$42.7K 0.03% 457
2020
Q1 		$361K Buy
15,080
+3,088
+26% +$88.4K 0.03% 456
2019
Q4 		$376K Buy
11,992
+9,267
+340% +$282K 0.03% 521
2019
Q3 		$80K Buy
2,725
+135
+5% +$3.92K 0.01% 1092
2019
Q2 		$76.6K Hold
2,590
– – 0.01% 1095
2019
Q1 		$75.7K Sell
2,590
-476
-16% -$13.6K 0.01% 1005
2018
Q4 		$81.1K Sell
3,066
-84
-3% -$2.37K 0.01% 813
2018
Q3 		$96.9K Hold
3,150
– – 0.01% 841
2018
Q2 		$95.8K Buy
3,150
+100
+3% +$3.16K 0.01% 816
2018
Q1 		$95.9K Buy
3,050
+917
+43% +$29.4K 0.01% 768
2017
Q4 		$67.6K Buy
+2,133
New +$66.5K 0.01% 879

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TF
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

American Portfolios Advisors's SPDW Position: Q3 2022 in Review

American Portfolios Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.8% in Q3 2022, buying an estimated $4.87K and bringing the position to 21,255 shares worth $548K. The position accounts for 0.02% of the portfolio, ranked #607.

American Portfolios Advisors first reported a position in SPDW in Q4 2017 and has held it in 20 quarters since. The position peaked at $728K in Q1 2022. 621 funds tracked by Wall St. Rank hold SPDW as of Q3 2022.

  • American Portfolios Advisors held 21,255 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $548K as of Q3 2022.
  • American Portfolios Advisors bought 169 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2022, an estimated $4.87K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #607 holding.
  • American Portfolios Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $728K in Q1 2022.
  • 621 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.