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

Encompass Wealth Advisors’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 Q2	–	Sell	-37,880	Closed	-$1.3M	–	245
2022 Q1	$1.3M	Buy	37,880 +1,200	+3%	+$41.6K	0.33%	54
2021 Q4	$1.34M	Hold	36,680	–	–	0.33%	57
2021 Q3	$1.33M	Hold	36,680	–	–	0.35%	56
2021 Q2	$1.35M	Hold	36,680	–	–	0.33%	60
2021 Q1	$1.33M	Buy	+36,680	New	+$1.29M	0.34%	58

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

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

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

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

Encompass Wealth Advisors's SPDW Position: Q2 2022 in Review

Encompass Wealth Advisors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2022, closing a stake of 37,880 shares — an estimated $1.3M sold.

Encompass Wealth Advisors first reported a position in SPDW in Q1 2021 and held it in 5 quarters. The position peaked at $1.35M in Q2 2021. 644 funds tracked by Wall St. Rank hold SPDW as of Q2 2022.

Encompass Wealth Advisors reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2022 after selling out during the quarter.
Encompass Wealth Advisors sold 37,880 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2022, an estimated $1.3M.
Encompass Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2021 and held it in 5 quarters.
Encompass Wealth Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.35M in Q2 2021.
644 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2022.

Based on Encompass Wealth Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.