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

Ferguson Shapiro’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
2022 Q1	–	Sell	-18,947	Closed	-$691K	–	38
2021 Q4	$691K	Sell	18,947 -1,148	-6%	-$42.2K	0.37%	26
2021 Q3	$728K	Sell	20,095 -784	-4%	-$29.1K	0.43%	26
2021 Q2	$768K	Sell	20,879 -419	-2%	-$15.5K	0.45%	23
2021 Q1	$753K	Buy	+21,298	New	+$747K	0.48%	19

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ferguson Shapiro's SPDW Position: Q1 2022 in Review

Ferguson Shapiro sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2022, closing a stake of 18,947 shares — an estimated $691K sold.

Ferguson Shapiro first reported a position in SPDW in Q1 2021 and held it in 4 quarters. The position peaked at $768K in Q2 2021. 642 funds tracked by Wall St. Rank hold SPDW as of Q1 2022.

Ferguson Shapiro reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2022 after selling out during the quarter.
Ferguson Shapiro sold 18,947 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2022, an estimated $691K.
Ferguson Shapiro first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2021 and held it in 4 quarters.
Ferguson Shapiro's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $768K in Q2 2021.
642 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2022.

Based on Ferguson Shapiro's 13F filing for Q1 2022, filed 25 Apr 2022.