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

Appleton 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
Q1 		– Sell
-6,611
Closed -$241K – 317
2021
Q4 		$241K Hold
6,611
– – 0.02% 288
2021
Q3 		$239K Buy
+6,611
New +$245K 0.02% 271

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 $377B AUM 19.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Appleton Partners's SPDW Position: Q1 2022 in Review

Appleton Partners sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2022, closing a stake of 6,611 shares — an estimated $241K sold.

Appleton Partners first reported a position in SPDW in Q3 2021 and held it in 2 quarters. The position peaked at $241K in Q4 2021. 643 funds tracked by Wall St. Rank hold SPDW as of Q1 2022.

  • Appleton Partners reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2022 after selling out during the quarter.
  • Appleton Partners sold 6,611 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2022, an estimated $241K.
  • Appleton Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2021 and held it in 2 quarters.
  • Appleton Partners's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $241K in Q4 2021.
  • 643 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2022.

Based on Appleton Partners's 13F filing for Q1 2022, filed 5 Apr 2022.