Cascadia Advisory Services’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Cascadia Advisory Services’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
2019 Q4	$1.09M	Buy	+34,929	New	+$1.06M	0.31%	88

Other funds holding SPDW

SMM

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

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

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

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

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

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

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

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Cascadia Advisory Services's SPDW Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2019: 34,929 shares worth $1.09M. The stake represents 0.31% of the portfolio and ranks #88 among its holdings.

407 funds tracked by Wall St. Rank hold SPDW as of Q4 2019.

Cascadia Advisory Services held 34,929 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.09M as of Q4 2019.
State Street SPDR Portfolio Developed World ex-US ETF was a new Cascadia Advisory Services position in Q4 2019.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.31% of Cascadia Advisory Services's portfolio in Q4 2019, its #88 holding.
407 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.