FANJ
SPDW icon

Financial Architects (New Jersey)’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Financial Architects (New Jersey)’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
2020
Q3 		– Sell
-3,163
Closed -$87K – 689
2020
Q2 		$87K Hold
3,163
– – 0.02% 342
2020
Q1 		$76K Hold
3,163
– – 0.02% 334
2019
Q4 		$99K Buy
3,163
+1,030
+48% +$31.4K 0.02% 333
2019
Q3 		$63K Buy
+2,133
New +$61.9K 0.01% 398
2015
Q3 		– Sell
-1,950
Closed -$55K – 801
2015
Q2 		$55K Hold
1,950
– – 0.02% 420
2015
Q1 		$55K Hold
1,950
– – 0.02% 386
2014
Q4 		$52K Buy
+1,950
New +$53.8K 0.02% 336

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Financial Architects (New Jersey)'s SPDW Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2020, closing a stake of 3,163 shares — an estimated $87K sold.

Financial Architects (New Jersey) first reported a position in SPDW in Q4 2014 and held it in 7 quarters. The position peaked at $99K in Q4 2019. 416 funds tracked by Wall St. Rank hold SPDW as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 3,163 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2020, an estimated $87K.
  • Financial Architects (New Jersey) first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2014 and held it in 7 quarters.
  • Financial Architects (New Jersey)'s State Street SPDR Portfolio Developed World ex-US ETF position peaked at $99K in Q4 2019.
  • 416 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.