First Foundation Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

First Foundation Advisors’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 Q4	–	Sell	-12,382	Closed	-$362K	–	423
2020 Q3	$362K	Hold	12,382	–	–	0.02%	266
2020 Q2	$342K	Hold	12,382	–	–	0.02%	262
2020 Q1	$296K	Hold	12,382	–	–	0.02%	280
2019 Q4	$388K	Hold	12,382	–	–	0.02%	268
2019 Q3	$364K	Hold	12,382	–	–	0.02%	261
2019 Q2	$366K	Hold	12,382	–	–	0.02%	251
2019 Q1	$362K	Sell	12,382 -91,488	-88%	-$2.61M	0.02%	244
2018 Q4	$2.75M	Buy	+103,870	New	+$2.93M	0.17%	88

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

SMM

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

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

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

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

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

SEIA

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

First Foundation Advisors's SPDW Position: Q4 2020 in Review

First Foundation Advisors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2020, closing a stake of 12,382 shares — an estimated $362K sold.

First Foundation Advisors first reported a position in SPDW in Q4 2018 and held it in 8 quarters. The position peaked at $2.75M in Q4 2018. 488 funds tracked by Wall St. Rank hold SPDW as of Q4 2020.

First Foundation Advisors reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2020 after selling out during the quarter.
First Foundation Advisors sold 12,382 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2020, an estimated $362K.
First Foundation Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2018 and held it in 8 quarters.
First Foundation Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.75M in Q4 2018.
488 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2020.

Based on First Foundation Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.