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Encompass More Asset Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Encompass More Asset 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
Q4 		– Sell
-5,834
Closed -$219K – 215
2024
Q3 		$219K Sell
5,834
-918
-14% -$33.1K 0.08% 170
2024
Q2 		$237K Sell
6,752
-470
-7% -$16.7K 0.17% 87
2024
Q1 		$259K Sell
7,222
-13,331
-65% -$458K 0.21% 73
2023
Q4 		$699K Buy
+20,553
New +$652K 0.79% 37

Other funds holding SPDW

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.65B AUM 16.63% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Encompass More Asset Management's SPDW Position: Q4 2024 in Review

Encompass More Asset Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2024, closing a stake of 5,834 shares — an estimated $219K sold.

Encompass More Asset Management first reported a position in SPDW in Q4 2023 and held it in 4 quarters. The position peaked at $699K in Q4 2023. 968 funds tracked by Wall St. Rank hold SPDW as of Q4 2024.

  • Encompass More Asset Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2024 after selling out during the quarter.
  • Encompass More Asset Management sold 5,834 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2024, an estimated $219K.
  • Encompass More Asset Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and held it in 4 quarters.
  • Encompass More Asset Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $699K in Q4 2023.
  • 968 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2024.

Based on Encompass More Asset Management's 13F filing for Q4 2024, filed 21 Jan 2025.