Center For Asset Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Center For Asset 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
2024 Q3	–	Sell	-6,678	Closed	-$234K	–	128
2024 Q2	$234K	Buy	+6,678	New	+$238K	0.15%	108
2023 Q2	–	Sell	-7,865	Closed	-$253K	–	128
2023 Q1	$253K	Sell	7,865 -790	-9%	-$24.9K	0.25%	88
2022 Q4	$257K	Buy	8,655 +236	+3%	+$6.77K	0.24%	97
2022 Q3	$217K	Sell	8,419 -10,105	-55%	-$291K	0.22%	100
2022 Q2	$534K	Sell	18,524 -1,528	-8%	-$48.4K	0.5%	52
2022 Q1	$687K	Buy	20,052 +3,434	+21%	+$119K	0.53%	42
2021 Q4	$606K	Buy	16,618 +3,680	+28%	+$135K	0.45%	46
2021 Q3	$468K	Buy	12,938 +1,131	+10%	+$42K	0.39%	52
2021 Q2	$434K	Sell	11,807 -2,630	-18%	-$97.6K	0.37%	52
2021 Q1	$510K	Sell	14,437 -4,909	-25%	-$172K	0.49%	45
2020 Q4	$653K	Buy	+19,346	New	+$610K	0.65%	41

Other funds holding SPDW

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Center For Asset Management's SPDW Position: Q3 2024 in Review

Center For Asset Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2024, closing a stake of 6,678 shares — an estimated $234K sold.

Center For Asset Management first reported a position in SPDW in Q4 2020 and held it in 11 quarters. The position peaked at $687K in Q1 2022. 888 funds tracked by Wall St. Rank hold SPDW as of Q3 2024.

Center For Asset Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2024 after selling out during the quarter.
Center For Asset Management sold 6,678 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2024, an estimated $234K.
Center For Asset Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and held it in 11 quarters.
Center For Asset Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $687K in Q1 2022.
888 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2024.

Based on Center For Asset Management's 13F filing for Q3 2024, filed 25 Oct 2024.