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

Faithward 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
2023 Q1	–	Sell	-2,500	Closed	-$74.2K	–	335
2022 Q4	$74.2K	Hold	2,500	–	–	0.02%	168
2022 Q3	$64K	Hold	2,500	–	–	0.02%	159
2022 Q2	$72K	Hold	2,500	–	–	0.02%	174
2022 Q1	$86K	Hold	2,500	–	–	0.02%	180
2021 Q4	$91K	Hold	2,500	–	–	0.02%	179
2021 Q3	$91K	Hold	2,500	–	–	0.02%	191
2021 Q2	$92K	Hold	2,500	–	–	0.02%	184
2021 Q1	$88K	Hold	2,500	–	–	0.02%	174
2020 Q4	$84K	Hold	2,500	–	–	0.04%	81
2020 Q3	$73K	Sell	2,500 -2,100	-46%	-$61.3K	0.02%	149
2020 Q2	$127K	Hold	4,600	–	–	0.03%	137
2020 Q1	$110K	Hold	4,600	–	–	0.03%	162
2019 Q4	$144K	Buy	+4,600	New	+$140K	0.03%	159

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 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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

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

Faithward Advisors's SPDW Position: Q1 2023 in Review

Faithward Advisors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2023, closing a stake of 2,500 shares — an estimated $74.2K sold.

Faithward Advisors first reported a position in SPDW in Q4 2019 and held it in 13 quarters. The position peaked at $144K in Q4 2019. 710 funds tracked by Wall St. Rank hold SPDW as of Q1 2023.

Faithward Advisors reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2023 after selling out during the quarter.
Faithward Advisors sold 2,500 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2023, an estimated $74.2K.
Faithward Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and held it in 13 quarters.
Faithward Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $144K in Q4 2019.
710 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2023.

Based on Faithward Advisors's 13F filing for Q1 2023, filed 15 May 2023.