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

Family 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
Q3 		$33.2K Hold
885
– – 0.02% 151
2024
Q2 		$31K Buy
+885
New +$31.5K 0.02% 157

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 $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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Family Asset Management's SPDW Position: Q3 2024 in Review

Family Asset Management held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q3 2024 at 885 shares worth $33.2K. The position accounts for 0.02% of the portfolio, ranked #151.

Family Asset Management first reported a position in SPDW in Q2 2024 and has held it in 2 quarters since. 888 funds tracked by Wall St. Rank hold SPDW as of Q3 2024.

  • Family Asset Management held 885 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $33.2K as of Q3 2024.
  • Family Asset Management left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q3 2024.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.02% of Family Asset Management's portfolio in Q3 2024, its #151 holding.
  • Family Asset Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2024 and has held it in 2 quarters since.
  • 888 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.