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

Benedetti & Gucer’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 Q1	$212K	Sell	5,909 -5,126	-46%	-$176K	0.11%	130
2023 Q4	$375K	Sell	11,035 -264	-2%	-$8.38K	0.2%	91
2023 Q3	$203K	Buy	+11,299	New	+$365K	0.11%	126
2023 Q2	–	Sell	-8,894	Closed	-$286K	–	158
2023 Q1	$286K	Buy	+8,894	New	+$281K	0.16%	113
2021 Q3	–	Sell	-7,699	Closed	-$283K	–	97
2021 Q2	$283K	Buy	+7,699	New	+$286K	0.25%	63

Other funds holding SPDW

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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 Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Benedetti & Gucer's SPDW Position: Q1 2024 in Review

Benedetti & Gucer reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 46% in Q1 2024, selling an estimated $176K and leaving 5,909 shares worth $212K. The position accounts for 0.11% of the portfolio, ranked #130.

Benedetti & Gucer first reported a position in SPDW in Q2 2021 and has held it in 5 quarters since. The position peaked at $375K in Q4 2023. 850 funds tracked by Wall St. Rank hold SPDW as of Q1 2024.

Benedetti & Gucer held 5,909 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $212K as of Q1 2024.
Benedetti & Gucer sold 5,126 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2024, an estimated $176K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.11% of Benedetti & Gucer's portfolio in Q1 2024, its #130 holding.
Benedetti & Gucer first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2021 and has held it in 5 quarters since.
Benedetti & Gucer's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $375K in Q4 2023.
850 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.