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Beacon Financial Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Beacon Financial Group’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
2023
Q1 		– Sell
-1,358
Closed -$233K – 231
2022
Q4 		$233K Buy
+1,358
New +$39K 0.03% 224
2022
Q3 		– Sell
-11,081
Closed -$324K – 231
2022
Q2 		$324K Buy
11,081
+154
+1% +$4.88K 0.05% 206
2022
Q1 		$378K Hold
10,927
– – 0.05% 212
2021
Q4 		$401K Hold
10,927
– – 0.05% 211
2021
Q3 		$397K Buy
10,927
+399
+4% +$14.8K 0.05% 205
2021
Q2 		$379K Buy
10,528
+385
+4% +$14.3K 0.05% 198
2021
Q1 		$357K Hold
10,143
– – 0.06% 186
2020
Q4 		$357K Buy
10,143
+151
+2% +$4.76K 0.06% 191
2020
Q3 		$292K Sell
9,992
-461
-4% -$13.5K 0.05% 180
2020
Q2 		$289K Sell
10,453
-682
-6% -$17.8K 0.06% 176
2020
Q1 		$268K Sell
11,135
-4,737
-30% -$136K 0.06% 161
2019
Q4 		$498K Buy
+15,872
New +$483K 0.06% 155

Other funds holding SPDW

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beacon Financial Group's SPDW Position: Q1 2023 in Review

Beacon Financial Group sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2023, closing a stake of 1,358 shares — an estimated $233K sold.

Beacon Financial Group first reported a position in SPDW in Q4 2019 and held it in 12 quarters. The position peaked at $498K in Q4 2019. 710 funds tracked by Wall St. Rank hold SPDW as of Q1 2023.

  • Beacon Financial Group reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2023 after selling out during the quarter.
  • Beacon Financial Group sold 1,358 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2023, an estimated $233K.
  • Beacon Financial Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and held it in 12 quarters.
  • Beacon Financial Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $498K in Q4 2019.
  • 710 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2023.

Based on Beacon Financial Group's 13F filing for Q1 2023, filed 14 Apr 2023.