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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atwood & Palmer's SPDW Position: Q4 2014 in Review

Atwood & Palmer sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2014, closing a stake of 4,015 shares — an estimated $114K sold.

Atwood & Palmer first reported a position in SPDW in Q2 2013 and held it in 6 quarters. The position peaked at $9.69M in Q4 2013. 46 funds tracked by Wall St. Rank hold SPDW as of Q4 2014.

Atwood & Palmer reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2014 after selling out during the quarter.
Atwood & Palmer sold 4,015 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2014, an estimated $114K.
Atwood & Palmer first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2013 and held it in 6 quarters.
Atwood & Palmer's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $9.69M in Q4 2013.
46 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2014.

Based on Atwood & Palmer's 13F filing for Q4 2014, filed 17 Feb 2015.