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

Connectus Wealth’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 		$5.36M Buy
149,425
+966
+0.7% +$33.2K 0.15% 116
2023
Q4 		$5.05M Buy
148,459
+1,845
+1% +$58.6K 0.1% 161
2023
Q3 		$4.55M Buy
+146,614
New +$4.73M 0.1% 176

Other funds holding SPDW

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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 $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Connectus Wealth's SPDW Position: Q1 2024 in Review

Connectus Wealth increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.65% in Q1 2024, buying an estimated $33.2K and bringing the position to 149,425 shares worth $5.36M. The position accounts for 0.15% of the portfolio, ranked #116.

Connectus Wealth first reported a position in SPDW in Q3 2023 and has held it in 3 quarters since. 850 funds tracked by Wall St. Rank hold SPDW as of Q1 2024.

  • Connectus Wealth held 149,425 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $5.36M as of Q1 2024.
  • Connectus Wealth bought 966 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2024, an estimated $33.2K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.15% of Connectus Wealth's portfolio in Q1 2024, its #116 holding.
  • Connectus Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2023 and has held it in 3 quarters since.
  • 850 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.