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

Angeles Investment 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
2020
Q3 		– Sell
-675,000
Closed -$18.6M – 117
2020
Q2 		$18.6M Buy
+675,000
New +$17.7M 2.64% 7

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Angeles Investment Advisors's SPDW Position: Q3 2020 in Review

Angeles Investment Advisors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2020, closing a stake of 675,000 shares — an estimated $18.6M sold.

Angeles Investment Advisors first reported a position in SPDW in Q2 2020 and held it in 1 quarter. The position peaked at $18.6M in Q2 2020. 416 funds tracked by Wall St. Rank hold SPDW as of Q3 2020.

  • Angeles Investment Advisors reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2020 after selling out during the quarter.
  • Angeles Investment Advisors sold 675,000 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2020, an estimated $18.6M.
  • Angeles Investment Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2020 and held it in 1 quarter.
  • Angeles Investment Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $18.6M in Q2 2020.
  • 416 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2020.

Based on Angeles Investment Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.