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	–	815
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 $147B AUM 18.73% 1-Year Est. Return

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return