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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 $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
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 $1.69B AUM 19.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Drive Wealth Management's SPDW Position: Q3 2024 in Review

Drive Wealth Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2024, closing a stake of 31,770 shares — an estimated $1.11M sold.

Drive Wealth Management first reported a position in SPDW in Q4 2022 and held it in 7 quarters. The position peaked at $2.55M in Q1 2023. 892 funds tracked by Wall St. Rank hold SPDW as of Q3 2024.

  • Drive Wealth Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2024 after selling out during the quarter.
  • Drive Wealth Management sold 31,770 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2024, an estimated $1.11M.
  • Drive Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and held it in 7 quarters.
  • Drive Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.55M in Q1 2023.
  • 892 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2024.

Based on Drive Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.