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

Cahaba 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
2020 Q2	–	Sell	-8,858	Closed	-$212K	–	83
2020 Q1	$212K	Sell	8,858 -4,348	-33%	-$124K	0.05%	66
2019 Q4	$414K	Buy	13,206 +166	+1%	+$5.05K	0.09%	59
2019 Q3	$382K	Buy	13,040 +251	+2%	+$7.28K	0.09%	59
2019 Q2	$378K	Hold	12,789	–	–	0.09%	58
2019 Q1	$373K	Buy	+12,789	New	+$364K	0.1%	56

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cahaba Wealth Management's SPDW Position: Q2 2020 in Review

Cahaba Wealth Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2020, closing a stake of 8,858 shares — an estimated $212K sold.

Cahaba Wealth Management first reported a position in SPDW in Q1 2019 and held it in 5 quarters. The position peaked at $414K in Q4 2019. 410 funds tracked by Wall St. Rank hold SPDW as of Q2 2020.

Cahaba Wealth Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2020 after selling out during the quarter.
Cahaba Wealth Management sold 8,858 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2020, an estimated $212K.
Cahaba Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2019 and held it in 5 quarters.
Cahaba Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $414K in Q4 2019.
410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2020.

Based on Cahaba Wealth Management's 13F filing for Q2 2020, filed 3 Aug 2020.