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

Clear Perspective 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
2021 Q4	$1.61M	Buy	44,135 +6,505	+17%	+$239K	0.49%	37
2021 Q3	$1.36M	Buy	37,630 +2,356	+7%	+$87.5K	0.47%	38
2021 Q2	$1.3M	Buy	35,274 +5,329	+18%	+$198K	0.45%	40
2021 Q1	$1.06M	Buy	29,945 +1,997	+7%	+$70K	0.41%	49
2020 Q4	$943K	Buy	27,948 +5,265	+23%	+$166K	0.39%	48
2020 Q3	$400	Buy	22,683 +2,981	+15%	+$87.1K	0.19%	88
2020 Q2	$544K	Buy	19,702 +1,094	+6%	+$28.6K	0.3%	62
2020 Q1	$445K	Buy	18,608 +1,572	+9%	+$45K	0.3%	67
2019 Q4	$534K	Sell	17,036 -8,896	-34%	-$271K	0.33%	74
2019 Q3	$764K	Buy	25,932 +13,958	+117%	+$405K	0.35%	65
2019 Q2	$354K	Buy	11,974 +2,277	+23%	+$67.1K	0.23%	98
2019 Q1	$283K	Buy	9,697 +392	+4%	+$11.2K	0.2%	109
2018 Q4	$246K	Buy	+9,305	New	+$262K	0.2%	119
2018 Q3	–	Sell	-617	Closed	-$19K	–	389
2018 Q2	$19K	Buy	+617	New	+$19.5K	0.01%	318

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

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

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Clear Perspective Advisors's SPDW Position: Q4 2021 in Review

Clear Perspective Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 17% in Q4 2021, buying an estimated $239K and bringing the position to 44,135 shares worth $1.61M. The position accounts for 0.49% of the portfolio, ranked #37.

Clear Perspective Advisors first reported a position in SPDW in Q2 2018 and has held it in 14 quarters since. 651 funds tracked by Wall St. Rank hold SPDW as of Q4 2021.

Clear Perspective Advisors held 44,135 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.61M as of Q4 2021.
Clear Perspective Advisors bought 6,505 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2021, an estimated $239K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.49% of Clear Perspective Advisors's portfolio in Q4 2021, its #37 holding.
Clear Perspective Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2018 and has held it in 14 quarters since.
651 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.