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Burleson & Co’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Burleson & Co’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
2021
Q2 		– Sell
-26
Closed -$1K – 400
2021
Q1 		$1K Buy
+26
New +$911 ﹤0.01% 349

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
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 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 $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Burleson & Co's SPDW Position: Q2 2021 in Review

Burleson & Co sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2021, closing a stake of 26 shares — an estimated $1K sold.

Burleson & Co first reported a position in SPDW in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 559 funds tracked by Wall St. Rank hold SPDW as of Q2 2021.

  • Burleson & Co reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2021 after selling out during the quarter.
  • Burleson & Co sold 26 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2021, an estimated $1K.
  • Burleson & Co first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2021 and held it in 1 quarter.
  • Burleson & Co's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1K in Q1 2021.
  • 559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2021.

Based on Burleson & Co's 13F filing for Q2 2021, filed 22 Jul 2021.