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Bull Oak Capital’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Bull Oak Capital’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
2022
Q2 		– Sell
-203,403
Closed -$6.97M – 26
2022
Q1 		$6.97M Sell
203,403
-4,734
-2% -$164K 5.72% 6
2021
Q4 		$7.59M Buy
+208,137
New +$7.66M 6.88% 6

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Bull Oak Capital's SPDW Position: Q2 2022 in Review

Bull Oak Capital sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2022, closing a stake of 203,403 shares — an estimated $6.97M sold.

Bull Oak Capital first reported a position in SPDW in Q4 2021 and held it in 2 quarters. The position peaked at $7.59M in Q4 2021. 644 funds tracked by Wall St. Rank hold SPDW as of Q2 2022.

  • Bull Oak Capital reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2022 after selling out during the quarter.
  • Bull Oak Capital sold 203,403 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2022, an estimated $6.97M.
  • Bull Oak Capital first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and held it in 2 quarters.
  • Bull Oak Capital's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $7.59M in Q4 2021.
  • 644 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2022.

Based on Bull Oak Capital's 13F filing for Q2 2022, filed 4 Oct 2022.