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

Cassady Schiller 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
2023
Q2 		– Sell
-2,170
Closed -$69.7K – 493
2023
Q1 		$69.7K Buy
+2,170
New +$68.5K 0.03% 172
2022
Q1 		– Sell
-2,170
Closed -$79K – 524
2021
Q4 		$79K Buy
+2,170
New +$79.8K 0.05% 157

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
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cassady Schiller Wealth Management's SPDW Position: Q2 2023 in Review

Cassady Schiller Wealth Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2023, closing a stake of 2,170 shares — an estimated $69.7K sold.

Cassady Schiller Wealth Management first reported a position in SPDW in Q4 2021 and held it in 2 quarters. The position peaked at $79K in Q4 2021. 737 funds tracked by Wall St. Rank hold SPDW as of Q2 2023.

  • Cassady Schiller Wealth Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2023 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 2,170 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2023, an estimated $69.7K.
  • Cassady Schiller Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and held it in 2 quarters.
  • Cassady Schiller Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $79K in Q4 2021.
  • 737 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2023.

Based on Cassady Schiller Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.