BSW
SPDW icon

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

Buckingham Strategic Wealth’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
Q2 		$5.26M Sell
150,079
-2,009
-1% -$71.5K 0.05% 141
2024
Q1 		$5.45M Buy
152,088
+325
+0.2% +$11.2K 0.06% 140
2023
Q4 		$5.16M Sell
151,763
-4,107
-3% -$130K 0.06% 139
2023
Q3 		$4.83M Buy
155,870
+4,232
+3% +$137K 0.07% 135
2023
Q2 		$4.93M Sell
151,638
-8,329
-5% -$272K 0.07% 134
2023
Q1 		$4.75M Hold
159,967
– – 0.09% 116
2022
Q4 		$4.75M Buy
159,967
+68,921
+76% +$1.98M 0.09% 116
2022
Q3 		$2.35M Buy
91,046
+23,359
+35% +$673K 0.05% 158
2022
Q2 		$1.95M Sell
67,687
-11,225
-14% -$355K 0.04% 177
2022
Q1 		$2.71M Buy
78,912
+65,351
+482% +$2.27M 0.05% 147
2021
Q4 		$495K Buy
13,561
+1,376
+11% +$50.6K 0.01% 372
2021
Q3 		$441K Sell
12,185
-56
-0.5% -$2.08K 0.01% 380
2021
Q2 		$450K Buy
12,241
+3,009
+33% +$112K 0.01% 384
2021
Q1 		$326K Buy
9,232
+1,513
+20% +$53K 0.02% 416
2020
Q4 		$261K Buy
+7,719
New +$243K 0.01% 448
2020
Q2 		– Sell
-10,158
Closed -$243K – 465
2020
Q1 		$243K Buy
+10,158
New +$291K 0.02% 388

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Buckingham Strategic Wealth's SPDW Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.3% in Q2 2024, selling an estimated $71.5K and leaving 150,079 shares worth $5.26M. The position accounts for 0.05% of the portfolio, ranked #141.

Buckingham Strategic Wealth first reported a position in SPDW in Q1 2020 and has held it in 16 quarters since. The position peaked at $5.45M in Q1 2024. 875 funds tracked by Wall St. Rank hold SPDW as of Q2 2024.

  • Buckingham Strategic Wealth held 150,079 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $5.26M as of Q2 2024.
  • Buckingham Strategic Wealth sold 2,009 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2024, an estimated $71.5K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.05% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #141 holding.
  • Buckingham Strategic Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2020 and has held it in 16 quarters since.
  • Buckingham Strategic Wealth's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $5.45M in Q1 2024.
  • 875 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.