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

Fernwood Investment 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
Q4 		– Sell
-6,523
Closed -$245K – 188
2024
Q3 		$245K Sell
6,523
-5,050
-44% -$182K 0.08% 164
2024
Q2 		$406K Buy
11,573
+172
+2% +$6.12K 0.13% 136
2024
Q1 		$409K Buy
11,401
+285
+3% +$9.79K 0.12% 143
2023
Q4 		$378K Sell
11,116
-900
-7% -$28.6K 0.12% 137
2023
Q3 		$373K Sell
12,016
-364
-3% -$11.8K 0.13% 133
2023
Q2 		$403K Hold
12,380
– – 0.14% 132
2023
Q1 		$398K Hold
12,380
– – 0.15% 131
2022
Q4 		$368K Sell
12,380
-4,068
-25% -$117K 0.15% 136
2022
Q3 		$424K Hold
16,448
– – 0.18% 122
2022
Q2 		$474K Hold
16,448
– – 0.2% 114
2022
Q1 		$564K Sell
16,448
-263
-2% -$9.13K 0.2% 121
2021
Q4 		$610K Sell
16,711
-132
-0.8% -$4.86K 0.2% 120
2021
Q3 		$610K Buy
16,843
+434
+3% +$16.1K 0.21% 118
2021
Q2 		$604K Sell
16,409
-13
-0.1% -$482 0.2% 118
2021
Q1 		$581K Hold
16,422
– – 0.21% 114
2020
Q4 		$554K Sell
16,422
-221
-1% -$6.96K 0.22% 113
2020
Q3 		$487K Sell
16,643
-3,299
-17% -$96.3K 0.23% 106
2020
Q2 		$551K Sell
19,942
-3,333
-14% -$87.2K 0.27% 95
2020
Q1 		$557K Sell
23,275
-147
-0.6% -$4.21K 0.36% 86
2019
Q4 		$734K Buy
23,422
+3,198
+16% +$97.4K 0.35% 74
2019
Q3 		$594K Sell
20,224
-2,272
-10% -$65.9K 0.29% 91
2019
Q2 		$666K Sell
22,496
-439
-2% -$12.9K 0.36% 71
2019
Q1 		$670K Buy
22,935
+7,625
+50% +$217K 0.36% 74
2018
Q4 		$405K Buy
+15,310
New +$432K 0.26% 89

Other funds holding SPDW

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fernwood Investment Management's SPDW Position: Q4 2024 in Review

Fernwood Investment Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2024, closing a stake of 6,523 shares — an estimated $245K sold.

Fernwood Investment Management first reported a position in SPDW in Q4 2018 and held it in 24 quarters. The position peaked at $734K in Q4 2019. 968 funds tracked by Wall St. Rank hold SPDW as of Q4 2024.

  • Fernwood Investment Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 6,523 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2024, an estimated $245K.
  • Fernwood Investment Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2018 and held it in 24 quarters.
  • Fernwood Investment Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $734K in Q4 2019.
  • 968 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.