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Carmichael Hill & Associates’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Carmichael Hill & Associates’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
Q3 		$91.6K Hold
2,440
– – 0.03% 271
2024
Q2 		$85.6K Hold
2,440
– – 0.03% 264
2024
Q1 		$87.5K Hold
2,440
– – 0.03% 267
2023
Q4 		$83K Hold
2,440
– – 0.03% 270
2023
Q3 		$75.7K Buy
2,440
+1,803
+283% +$58.2K 0.03% 270
2023
Q2 		$20.7K Hold
637
– – 0.01% 461
2023
Q1 		$20.5K Hold
637
– – 0.01% 452
2022
Q4 		$18.9K Hold
637
– – 0.01% 471
2022
Q3 		$16K Buy
+637
New +$18.4K 0.01% 512

Other funds holding SPDW

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
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 $1.65B AUM 16.63% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Carmichael Hill & Associates's SPDW Position: Q3 2024 in Review

Carmichael Hill & Associates held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q3 2024 at 2,440 shares worth $91.6K. The position accounts for 0.03% of the portfolio, ranked #271.

Carmichael Hill & Associates first reported a position in SPDW in Q3 2022 and has held it in 9 quarters since. 888 funds tracked by Wall St. Rank hold SPDW as of Q3 2024.

  • Carmichael Hill & Associates held 2,440 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $91.6K as of Q3 2024.
  • Carmichael Hill & Associates left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q3 2024.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.03% of Carmichael Hill & Associates's portfolio in Q3 2024, its #271 holding.
  • Carmichael Hill & Associates first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2022 and has held it in 9 quarters since.
  • 888 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.