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

Brophy 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
2024
Q3 		$297K Buy
+7,908
New +$285K 0.11% 175

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brophy Wealth Management's SPDW Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2024: 7,908 shares worth $297K. The stake represents 0.11% of the portfolio and ranks #175 among its holdings.

888 funds tracked by Wall St. Rank hold SPDW as of Q3 2024.

  • Brophy Wealth Management held 7,908 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $297K as of Q3 2024.
  • State Street SPDR Portfolio Developed World ex-US ETF was a new Brophy Wealth Management position in Q3 2024.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.11% of Brophy Wealth Management's portfolio in Q3 2024, its #175 holding.
  • 888 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.