F/M Investments’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

F/M Investments’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	–	Sell	-5,972	Closed	-$213K	–	335
2024 Q1	$213K	Sell	5,972 -400	-6%	-$13.7K	0.14%	69
2023 Q4	$220K	Sell	6,372 -587	-8%	-$18.6K	0.12%	78
2023 Q3	$226K	Sell	6,959 -559	-7%	-$18.1K	0.17%	65
2023 Q2	$251K	Sell	7,518 -608	-7%	-$19.8K	0.19%	61
2023 Q1	$269K	Buy	+8,126	New	+$257K	0.27%	49
2022 Q3	–	Sell	-5,623	Closed	-$207K	–	78
2022 Q2	$207K	Sell	5,623 -810	-13%	-$25.6K	0.16%	65
2022 Q1	$221K	Hold	6,433	–	–	0.18%	59
2021 Q4	$235K	Sell	6,433 -24	-0.4%	-$883	0.17%	62
2021 Q3	$234K	Buy	6,457 +834	+15%	+$31K	0.17%	71
2021 Q2	$207K	Buy	+5,623	New	+$209K	0.16%	65

Other funds holding SPDW

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

F/M Investments's SPDW Position: Q2 2024 in Review

F/M Investments sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2024, closing a stake of 5,972 shares — an estimated $213K sold.

F/M Investments first reported a position in SPDW in Q2 2021 and held it in 10 quarters. The position peaked at $269K in Q1 2023. 875 funds tracked by Wall St. Rank hold SPDW as of Q2 2024.

F/M Investments reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2024 after selling out during the quarter.
F/M Investments sold 5,972 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2024, an estimated $213K.
F/M Investments first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2021 and held it in 10 quarters.
F/M Investments's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $269K in Q1 2023.
875 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2024.

Based on F/M Investments's 13F filing for Q2 2024, filed 29 Jul 2024.