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CFS Investment Advisory Services’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

CFS Investment Advisory Services’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
2022
Q4 		– Sell
-69,892
Closed -$3K – 242
2022
Q3 		$3K Buy
+69,892
New +$2.02M ﹤0.01% 149
2022
Q2 		– Sell
-160,455
Closed -$112K – 492
2022
Q1 		$112K Buy
+160,455
New +$5.57M 0.49% 38

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CFS Investment Advisory Services's SPDW Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2022, closing a stake of 69,892 shares — an estimated $3K sold.

CFS Investment Advisory Services first reported a position in SPDW in Q1 2022 and held it in 2 quarters. The position peaked at $112K in Q1 2022. 691 funds tracked by Wall St. Rank hold SPDW as of Q4 2022.

  • CFS Investment Advisory Services reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 69,892 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2022, an estimated $3K.
  • CFS Investment Advisory Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2022 and held it in 2 quarters.
  • CFS Investment Advisory Services's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $112K in Q1 2022.
  • 691 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.