Chilton Investment Company’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Chilton Investment Company’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
2023 Q2	–	Sell	-64,657	Closed	-$2.08M	–	175
2023 Q1	$2.08M	Hold	64,657	–	–	0.06%	71
2022 Q4	$1.92M	Hold	64,657	–	–	0.06%	70
2022 Q3	$1.67M	Hold	64,657	–	–	0.05%	75
2022 Q2	$1.86M	Hold	64,657	–	–	0.05%	85
2022 Q1	$2.22M	Hold	64,657	–	–	0.05%	68
2021 Q4	$2.36M	Buy	+64,657	New	+$2.38M	0.05%	73

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Chilton Investment Company's SPDW Position: Q2 2023 in Review

Chilton Investment Company sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2023, closing a stake of 64,657 shares — an estimated $2.08M sold.

Chilton Investment Company first reported a position in SPDW in Q4 2021 and held it in 6 quarters. The position peaked at $2.36M in Q4 2021. 737 funds tracked by Wall St. Rank hold SPDW as of Q2 2023.

Chilton Investment Company reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2023 after selling out during the quarter.
Chilton Investment Company sold 64,657 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2023, an estimated $2.08M.
Chilton Investment Company first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and held it in 6 quarters.
Chilton Investment Company's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.36M in Q4 2021.
737 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2023.

Based on Chilton Investment Company's 13F filing for Q2 2023, filed 14 Aug 2023.