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Country Trust Bank’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Country Trust Bank’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
2020
Q1 		– Sell
-335
Closed -$11K – 301
2019
Q4 		$11K Hold
335
– – ﹤0.01% 218
2019
Q3 		$10K Buy
+335
New +$9.72K ﹤0.01% 211

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Country Trust Bank's SPDW Position: Q1 2020 in Review

Country Trust Bank sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2020, closing a stake of 335 shares — an estimated $11K sold.

Country Trust Bank first reported a position in SPDW in Q3 2019 and held it in 2 quarters. The position peaked at $11K in Q4 2019. 395 funds tracked by Wall St. Rank hold SPDW as of Q1 2020.

  • Country Trust Bank reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2020 after selling out during the quarter.
  • Country Trust Bank sold 335 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2020, an estimated $11K.
  • Country Trust Bank first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2019 and held it in 2 quarters.
  • Country Trust Bank's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $11K in Q4 2019.
  • 395 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2020.

Based on Country Trust Bank's 13F filing for Q1 2020, filed 17 Apr 2020.