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Cambridge Trust’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Cambridge Trust’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
Q1 		– Sell
-362
Closed -$12.3K – 715
2023
Q4 		$12.3K Hold
362
– – ﹤0.01% 560
2023
Q3 		$11.2K Sell
362
-151
-29% -$4.88K ﹤0.01% 571
2023
Q2 		$16.7K Hold
513
– – ﹤0.01% 546
2023
Q1 		$16.5K Hold
513
– – ﹤0.01% 576
2022
Q4 		$15K Buy
+513
New +$14.7K ﹤0.01% 594

Other funds holding SPDW

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.69B AUM 19.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Cambridge Trust's SPDW Position: Q1 2024 in Review

Cambridge Trust sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2024, closing a stake of 362 shares — an estimated $12.3K sold.

Cambridge Trust first reported a position in SPDW in Q4 2022 and held it in 5 quarters. The position peaked at $16.7K in Q2 2023. 853 funds tracked by Wall St. Rank hold SPDW as of Q1 2024.

  • Cambridge Trust reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2024 after selling out during the quarter.
  • Cambridge Trust sold 362 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2024, an estimated $12.3K.
  • Cambridge Trust first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and held it in 5 quarters.
  • Cambridge Trust's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $16.7K in Q2 2023.
  • 853 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.