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

Echo 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
2022 Q3	–	Sell	-8,784	Closed	-$253K	–	51
2022 Q2	$253K	Sell	8,784 -2,249	-20%	-$71.2K	0.34%	39
2022 Q1	$368K	Buy	11,033 +272	+3%	+$9.44K	0.43%	36
2021 Q4	$388K	Buy	10,761 +1,671	+18%	+$61.5K	0.44%	37
2021 Q3	$329K	Sell	9,090 -2,117	-19%	-$78.6K	0.39%	38
2021 Q2	$408K	Sell	11,207 -302	-3%	-$11.2K	0.52%	34
2021 Q1	$407K	Sell	11,509 -4,334	-27%	-$152K	0.51%	37
2020 Q4	$535K	Buy	+15,843	New	+$499K	0.7%	28

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Echo Wealth Management's SPDW Position: Q3 2022 in Review

Echo Wealth Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2022, closing a stake of 8,784 shares — an estimated $253K sold.

Echo Wealth Management first reported a position in SPDW in Q4 2020 and held it in 7 quarters. The position peaked at $535K in Q4 2020. 621 funds tracked by Wall St. Rank hold SPDW as of Q3 2022.

Echo Wealth Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2022 after selling out during the quarter.
Echo Wealth Management sold 8,784 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2022, an estimated $253K.
Echo Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and held it in 7 quarters.
Echo Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $535K in Q4 2020.
621 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2022.

Based on Echo Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.