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Bernardo Wealth Planning’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Bernardo Wealth Planning’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
Q2 		– Sell
-21,363
Closed -$511K – 148
2020
Q1 		$511K Sell
21,363
-25,069
-54% -$717K 0.36% 70
2019
Q4 		$1.46M Buy
46,432
+28,327
+156% +$863K 0.88% 29
2019
Q3 		$531K Buy
+18,105
New +$525K 0.38% 60

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bernardo Wealth Planning's SPDW Position: Q2 2020 in Review

Bernardo Wealth Planning sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2020, closing a stake of 21,363 shares — an estimated $511K sold.

Bernardo Wealth Planning first reported a position in SPDW in Q3 2019 and held it in 3 quarters. The position peaked at $1.46M in Q4 2019. 410 funds tracked by Wall St. Rank hold SPDW as of Q2 2020.

  • Bernardo Wealth Planning reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2020 after selling out during the quarter.
  • Bernardo Wealth Planning sold 21,363 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2020, an estimated $511K.
  • Bernardo Wealth Planning first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2019 and held it in 3 quarters.
  • Bernardo Wealth Planning's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.46M in Q4 2019.
  • 410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2020.

Based on Bernardo Wealth Planning's 13F filing for Q2 2020, filed 3 Aug 2020.