DCS
SPDW icon

Destiny Capital Securities’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Destiny Capital Securities’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
Q3 		$841K Buy
+27,110
New +$875K 0.68% 25

Other funds holding SPDW

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Destiny Capital Securities's SPDW Position: Q3 2023 in Review

Destiny Capital Securities opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2023: 27,110 shares worth $841K. The stake represents 0.68% of the portfolio and ranks #25 among its holdings.

756 funds tracked by Wall St. Rank hold SPDW as of Q3 2023.

  • Destiny Capital Securities held 27,110 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $841K as of Q3 2023.
  • State Street SPDR Portfolio Developed World ex-US ETF was a new Destiny Capital Securities position in Q3 2023.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.68% of Destiny Capital Securities's portfolio in Q3 2023, its #25 holding.
  • 756 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2023.

Based on Destiny Capital Securities's 13F filing for Q3 2023, filed 13 Nov 2023.