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Atwood & Palmer’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Atwood & Palmer’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
2014
Q4 		– Sell
-4,015
Closed -$114K – 404
2014
Q3 		$114K Sell
4,015
-5,600
-58% -$166K 0.02% 160
2014
Q2 		$291K Sell
9,615
-318,202
-97% -$9.54M 0.08% 96
2014
Q1 		$9.63M Sell
327,817
-2,388
-0.7% -$68.9K 2.25% 20
2013
Q4 		$9.69M Buy
330,205
+10,140
+3% +$291K 2.39% 19
2013
Q3 		$8.96M Buy
320,065
+22,493
+8% +$605K 2.47% 15
2013
Q2 		$7.48M Buy
+297,572
New +$7.9M 2.02% 20

Other funds holding SPDW

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return