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Epic Trust Investment Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Epic Trust Investment 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
2024
Q2 		$687K Buy
19,590
+795
+4% +$28.3K 0.76% 30
2024
Q1 		$674K Buy
18,795
+1,682
+10% +$57.8K 0.83% 28
2023
Q4 		$582K Buy
+17,113
New +$543K 0.78% 30

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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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 $1.65B AUM 16.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Epic Trust Investment Advisors's SPDW Position: Q2 2024 in Review

Epic Trust Investment Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 4.2% in Q2 2024, buying an estimated $28.3K and bringing the position to 19,590 shares worth $687K. The position accounts for 0.76% of the portfolio, ranked #30.

Epic Trust Investment Advisors first reported a position in SPDW in Q4 2023 and has held it in 3 quarters since. 877 funds tracked by Wall St. Rank hold SPDW as of Q2 2024.

  • Epic Trust Investment Advisors held 19,590 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $687K as of Q2 2024.
  • Epic Trust Investment Advisors bought 795 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2024, an estimated $28.3K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.76% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #30 holding.
  • Epic Trust Investment Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 3 quarters since.
  • 877 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.