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

Drive Wealth Management’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 Q3	–	Sell	-31,770	Closed	-$1.11M	–	357
2024 Q2	$1.11M	Buy	31,770 +1,237	+4%	+$44K	0.3%	67
2024 Q1	$1.09M	Sell	30,533 -3,114	-9%	-$107K	0.31%	66
2023 Q4	$1.14M	Sell	33,647 -21,465	-39%	-$681K	0.37%	54
2023 Q3	$1.71M	Sell	55,112 -12,157	-18%	-$393K	0.62%	35
2023 Q2	$2.19M	Sell	67,269 -12,006	-15%	-$392K	0.81%	24
2023 Q1	$2.55M	Sell	79,275 -2,545	-3%	-$80.3K	1.07%	15
2022 Q4	$2.43M	Buy	+81,820	New	+$2.35M	1.21%	12

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

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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 $38B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return