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Cetera Advisor Networks’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Cetera Advisor Networks’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
Q1 		$31.4M Buy
877,299
+21,920
+3% +$753K 0.16% 127
2023
Q4 		$29.1M Buy
855,379
+59,402
+7% +$1.89M 0.16% 127
2023
Q3 		$24.7M Buy
795,977
+56,178
+8% +$1.81M 0.16% 128
2023
Q2 		$24.1M Sell
739,799
-2
-0% -$65 0.17% 128
2023
Q1 		$23.8M Buy
739,801
+180,296
+32% +$5.69M 0.18% 129
2022
Q4 		$16.6M Buy
559,505
+347,072
+163% +$9.96M 0.13% 178
2022
Q3 		$5.48M Buy
212,433
+18,250
+9% +$526K 0.07% 300
2022
Q2 		$5.6M Buy
194,183
+60,046
+45% +$1.9M 0.07% 283
2022
Q1 		$4.6M Buy
134,137
+18,053
+16% +$626K 0.06% 329
2021
Q4 		$4.24M Buy
116,084
+54,229
+88% +$1.99M 0.05% 345
2021
Q3 		$2.24M Buy
61,855
+2,749
+5% +$102K 0.03% 516
2021
Q2 		$2.17M Buy
59,106
+52,864
+847% +$1.96M 0.03% 511
2021
Q1 		$221K Buy
+6,242
New +$219K ﹤0.01% 1314
2020
Q3 		– Sell
-4,957
Closed -$137K – 2766
2020
Q2 		$137K Buy
+4,957
New +$130K ﹤0.01% 1327
2020
Q1 		– Sell
-15,536
Closed -$487K – 1254
2019
Q4 		$487K Buy
15,536
+1,420
+10% +$43.2K 0.01% 751
2019
Q3 		$416K Buy
+14,116
New +$409K 0.01% 773

Other funds holding SPDW

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.69B AUM 19.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Cetera Advisor Networks's SPDW Position: Q1 2024 in Review

Cetera Advisor Networks increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.6% in Q1 2024, buying an estimated $753K and bringing the position to 877,299 shares worth $31.4M. The position accounts for 0.16% of the portfolio, ranked #127.

Cetera Advisor Networks first reported a position in SPDW in Q3 2019 and has held it in 16 quarters since. 853 funds tracked by Wall St. Rank hold SPDW as of Q1 2024.

  • Cetera Advisor Networks held 877,299 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $31.4M as of Q1 2024.
  • Cetera Advisor Networks bought 21,920 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2024, an estimated $753K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.16% of Cetera Advisor Networks's portfolio in Q1 2024, its #127 holding.
  • Cetera Advisor Networks first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2019 and has held it in 16 quarters since.
  • 853 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.