Capstone Wealth Management Group (Pennsylvania)’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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 Q1	–	Sell	-8,475	Closed	-$309K	–	76
2021 Q4	$309K	Buy	+8,475	New	+$312K	0.25%	61

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s SPDW Position: Q1 2022 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2022, closing a stake of 8,475 shares — an estimated $309K sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in SPDW in Q4 2021 and held it in 1 quarter. The position peaked at $309K in Q4 2021. 643 funds tracked by Wall St. Rank hold SPDW as of Q1 2022.

Capstone Wealth Management Group (Pennsylvania) reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2022 after selling out during the quarter.
Capstone Wealth Management Group (Pennsylvania) sold 8,475 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2022, an estimated $309K.
Capstone Wealth Management Group (Pennsylvania) first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and held it in 1 quarter.
Capstone Wealth Management Group (Pennsylvania)'s State Street SPDR Portfolio Developed World ex-US ETF position peaked at $309K in Q4 2021.
643 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2022.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2022, filed 12 Apr 2022.