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

Braver Wealth 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
2016 Q4	$1.35M	Buy	52,448 +787	+2%	+$20.3K	0.22%	89
2016 Q3	$1.37M	Buy	51,661 +9,314	+22%	+$242K	0.23%	83
2016 Q2	$1.06M	Sell	42,347 -23,087	-35%	-$589K	0.18%	73
2016 Q1	$1.66M	Sell	65,434 -11,583	-15%	-$280K	0.27%	74
2015 Q4	$1.98M	Buy	77,017 +2,056	+3%	+$54.5K	0.41%	57
2015 Q3	$1.9M	Buy	74,961 +5,837	+8%	+$159K	0.47%	52
2015 Q2	$1.94M	Buy	69,124 +478	+0.7%	+$14K	0.47%	50
2015 Q1	$1.94M	Buy	68,646 +1,422	+2%	+$39.3K	0.4%	51
2014 Q4	$1.81M	Buy	67,224 +3,767	+6%	+$104K	0.37%	48
2014 Q3	$1.8M	Buy	63,457 +705	+1%	+$20.9K	0.54%	28
2014 Q2	$1.9M	Buy	62,752 +541	+0.9%	+$16.2K	0.49%	33
2014 Q1	$1.83M	Sell	62,211 -244	-0.4%	-$7.04K	0.52%	29
2013 Q4	$1.83M	Buy	62,455 +21,352	+52%	+$612K	0.63%	27
2013 Q3	$1.15M	Buy	41,103 +656	+2%	+$17.6K	0.4%	48
2013 Q2	$1.02M	Buy	+40,447	New	+$1.07M	0.47%	42

Other funds holding SPDW

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

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Braver Wealth Management's SPDW Position: Q4 2016 in Review

Braver Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.5% in Q4 2016, buying an estimated $20.3K and bringing the position to 52,448 shares worth $1.35M. The position accounts for 0.22% of the portfolio, ranked #89.

Braver Wealth Management first reported a position in SPDW in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.98M in Q4 2015. 51 funds tracked by Wall St. Rank hold SPDW as of Q4 2016.

Braver Wealth Management held 52,448 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.35M as of Q4 2016.
Braver Wealth Management bought 787 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2016, an estimated $20.3K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.22% of Braver Wealth Management's portfolio in Q4 2016, its #89 holding.
Braver Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2013 and has held it in 15 quarters since.
Braver Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.98M in Q4 2015.
51 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.