CA
SPDW icon

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

Cetera Advisors’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 		$11.2M Buy
313,132
+81,734
+35% +$2.81M 0.09% 220
2023
Q4 		$7.87M Sell
231,398
-1,811
-0.8% -$57.5K 0.11% 185
2023
Q3 		$7.23M Buy
233,209
+35,571
+18% +$1.15M 0.11% 184
2023
Q2 		$6.43M Buy
197,638
+9,955
+5% +$325K 0.1% 201
2023
Q1 		$6.03M Buy
187,683
+58,299
+45% +$1.84M 0.1% 212
2022
Q4 		$3.84M Buy
129,384
+83,683
+183% +$2.4M 0.07% 288
2022
Q3 		$1.18M Sell
45,701
-4,756
-9% -$137K 0.03% 479
2022
Q2 		$1.46M Buy
50,457
+2,495
+5% +$79K 0.03% 469
2022
Q1 		$1.64M Sell
47,962
-513
-1% -$17.8K 0.03% 456
2021
Q4 		$1.77M Sell
48,475
-22,339
-32% -$822K 0.04% 432
2021
Q3 		$2.56M Buy
70,814
+27,288
+63% +$1.01M 0.05% 347
2021
Q2 		$1.6M Buy
43,526
+3,744
+9% +$139K 0.04% 413
2021
Q1 		$1.41M Buy
39,782
+8,411
+27% +$295K 0.04% 392
2020
Q4 		$1.06M Sell
31,371
-1,917
-6% -$60.4K 0.03% 404
2020
Q3 		$974K Sell
33,288
-1,351
-4% -$39.5K 0.04% 382
2020
Q2 		$957K Sell
34,639
-12,039
-26% -$315K 0.04% 371
2020
Q1 		$1.12M Sell
46,678
-13,009
-22% -$372K 0.06% 303
2019
Q4 		$1.87M Sell
59,687
-1,219
-2% -$37.1K 0.08% 245
2019
Q3 		$1.79M Buy
60,906
+3,459
+6% +$100K 0.08% 238
2019
Q2 		$1.7M Buy
57,447
+727
+1% +$21.4K 0.08% 249
2019
Q1 		$1.66M Sell
56,720
-2,119
-4% -$60.4K 0.08% 234
2018
Q4 		$1.56M Buy
58,839
+29,186
+98% +$823K 0.09% 216
2018
Q3 		$907K Sell
29,653
-3,180
-10% -$97.1K 0.04% 384
2018
Q2 		$999K Buy
32,833
+2,837
+9% +$89.7K 0.06% 325
2018
Q1 		$941K Buy
+29,996
New +$963K 0.06% 324
2014
Q1 		– Sell
-7,976
Closed -$234K – 576
2013
Q4 		$234K Buy
+7,976
New +$229K 0.03% 427

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 Advisors's SPDW Position: Q1 2024 in Review

Cetera Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 35% in Q1 2024, buying an estimated $2.81M and bringing the position to 313,132 shares worth $11.2M. The position accounts for 0.09% of the portfolio, ranked #220.

Cetera Advisors first reported a position in SPDW in Q4 2013 and has held it in 26 quarters since. 853 funds tracked by Wall St. Rank hold SPDW as of Q1 2024.

  • Cetera Advisors held 313,132 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $11.2M as of Q1 2024.
  • Cetera Advisors bought 81,734 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2024, an estimated $2.81M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.09% of Cetera Advisors's portfolio in Q1 2024, its #220 holding.
  • Cetera Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2013 and has held it in 26 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 Advisors's 13F filing for Q1 2024, filed 15 May 2024.