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

Cedar Capital’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
2021
Q3 		$1.3M Buy
35,959
+2,775
+8% +$103K 2.37% 11
2021
Q2 		$1.22M Buy
33,184
+5,975
+22% +$222K 2.11% 13
2021
Q1 		$962K Buy
27,209
+13,532
+99% +$474K 1.69% 15
2020
Q4 		$462K Buy
+13,677
New +$431K 0.84% 33

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Cedar Capital's SPDW Position: Q3 2021 in Review

Cedar Capital increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 8.4% in Q3 2021, buying an estimated $103K and bringing the position to 35,959 shares worth $1.3M. The position accounts for 2.37% of the portfolio, ranked #11.

Cedar Capital first reported a position in SPDW in Q4 2020 and has held it in 4 quarters since. 549 funds tracked by Wall St. Rank hold SPDW as of Q3 2021.

  • Cedar Capital held 35,959 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.3M as of Q3 2021.
  • Cedar Capital bought 2,775 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2021, an estimated $103K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 2.37% of Cedar Capital's portfolio in Q3 2021, its #11 holding.
  • Cedar Capital first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and has held it in 4 quarters since.
  • 549 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2021.

Based on Cedar Capital's 13F filing for Q3 2021, filed 1 Nov 2021.