Financial Guidance Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Financial Guidance Group’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
2023 Q4	–	Sell	-7,818	Closed	-$242K	–	56
2023 Q3	$242K	Hold	7,818	–	–	0.18%	51
2023 Q2	$254K	Hold	7,818	–	–	0.19%	50
2023 Q1	$251K	Hold	7,818	–	–	0.19%	49
2022 Q4	$232K	Hold	7,818	–	–	0.19%	49
2022 Q3	$202K	Sell	7,818 -8,061	-51%	-$232K	0.16%	48
2022 Q2	$458K	Sell	15,879 -92	-0.6%	-$2.91K	0.36%	32
2022 Q1	$547K	Buy	+15,971	New	+$554K	0.38%	31

Other funds holding SPDW

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SMM

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

Financial Guidance Group's SPDW Position: Q4 2023 in Review

Financial Guidance Group sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2023, closing a stake of 7,818 shares — an estimated $242K sold.

Financial Guidance Group first reported a position in SPDW in Q1 2022 and held it in 7 quarters. The position peaked at $547K in Q1 2022. 842 funds tracked by Wall St. Rank hold SPDW as of Q4 2023.

Financial Guidance Group reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2023 after selling out during the quarter.
Financial Guidance Group sold 7,818 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2023, an estimated $242K.
Financial Guidance Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2022 and held it in 7 quarters.
Financial Guidance Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $547K in Q1 2022.
842 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2023.

Based on Financial Guidance Group's 13F filing for Q4 2023, filed 26 Jan 2024.