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Beese Fulmer Investment Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Beese Fulmer Investment Management’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
2020
Q3 		– Sell
-160
Closed -$4K – 485
2020
Q2 		$4K Buy
+160
New +$4.19K ﹤0.01% 555

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Beese Fulmer Investment Management's SPDW Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2020, closing a stake of 160 shares — an estimated $4K sold.

Beese Fulmer Investment Management first reported a position in SPDW in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 416 funds tracked by Wall St. Rank hold SPDW as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 160 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2020, an estimated $4K.
  • Beese Fulmer Investment Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $4K in Q2 2020.
  • 416 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.