Clear Perspectives Financial Planning’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Clear Perspectives Financial Planning’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	-30	Closed	-$1K	–	260
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	205
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	209
2022 Q1	$1K	Sell	30 -684	-96%	-$23.7K	﹤0.01%	212
2021 Q4	$26K	Buy	714 +459	+180%	+$16.9K	0.01%	135
2021 Q3	$9K	Hold	255	–	–	﹤0.01%	169
2021 Q2	$9K	Hold	255	–	–	﹤0.01%	172
2021 Q1	$9K	Hold	255	–	–	0.01%	156
2020 Q4	$9K	Buy	+255	New	+$8.04K	0.01%	150

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Clear Perspectives Financial Planning's SPDW Position: Q4 2022 in Review

Clear Perspectives Financial Planning sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2022, closing a stake of 30 shares — an estimated $1K sold.

Clear Perspectives Financial Planning first reported a position in SPDW in Q4 2020 and held it in 8 quarters. The position peaked at $26K in Q4 2021. 691 funds tracked by Wall St. Rank hold SPDW as of Q4 2022.

Clear Perspectives Financial Planning reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 30 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2022, an estimated $1K.
Clear Perspectives Financial Planning first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and held it in 8 quarters.
Clear Perspectives Financial Planning's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $26K in Q4 2021.
691 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q4 2022, filed 13 Feb 2023.