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Farmers & Merchants Investments Inc’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Farmers & Merchants Investments Inc’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
-74
Closed -$2.65K – 1813
2024
Q1 		$2.65K Hold
74
– – ﹤0.01% 970
2023
Q4 		$2.52K Buy
+74
New +$2.35K ﹤0.01% 978

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AF
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LPL Financial
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AOI
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TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
State Street
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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 22.94% 1-Year Est. Return

Farmers & Merchants Investments Inc's SPDW Position: Q2 2024 in Review

Farmers & Merchants Investments Inc sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2024, closing a stake of 74 shares — an estimated $2.65K sold.

Farmers & Merchants Investments Inc first reported a position in SPDW in Q4 2023 and held it in 2 quarters. The position peaked at $2.65K in Q1 2024. 876 funds tracked by Wall St. Rank hold SPDW as of Q2 2024.

  • Farmers & Merchants Investments Inc reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2024 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 74 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2024, an estimated $2.65K.
  • Farmers & Merchants Investments Inc first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and held it in 2 quarters.
  • Farmers & Merchants Investments Inc's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.65K in Q1 2024.
  • 876 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2024.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2024, filed 5 Aug 2024.