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Beacon Capital Management LLC (Tennessee)’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2024
Q3 		– Sell
-9
Closed -$316 – 1219
2024
Q2 		$316 Hold
9
– – ﹤0.01% 1012
2024
Q1 		$323 Sell
9
-414
-98% -$14.2K ﹤0.01% 1018
2023
Q4 		$13.1K Hold
423
– – ﹤0.01% 453
2023
Q3 		$13.8K Hold
423
– – ﹤0.01% 478
2023
Q2 		$13.8K Buy
+423
New +$13.8K ﹤0.01% 478

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Creative Planning
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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
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s SPDW Position: Q3 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2024, closing a stake of 9 shares — an estimated $316 sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SPDW in Q2 2023 and held it in 5 quarters. The position peaked at $13.8K in Q3 2023. 888 funds tracked by Wall St. Rank hold SPDW as of Q3 2024.

  • Beacon Capital Management LLC (Tennessee) reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2024 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 9 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2024, an estimated $316.
  • Beacon Capital Management LLC (Tennessee) first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2023 and held it in 5 quarters.
  • Beacon Capital Management LLC (Tennessee)'s State Street SPDR Portfolio Developed World ex-US ETF position peaked at $13.8K in Q3 2023.
  • 888 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2024, filed 7 Nov 2024.