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First Personal Financial Services’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

First Personal Financial Services’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
Q2 		– Sell
-748
Closed -$24K – 393
2023
Q1 		$24K Buy
+748
New +$23.6K 0.01% 259

Other funds holding SPDW

Financial Engines Advisors
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HI
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

First Personal Financial Services's SPDW Position: Q2 2023 in Review

First Personal Financial Services sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2023, closing a stake of 748 shares — an estimated $24K sold.

First Personal Financial Services first reported a position in SPDW in Q1 2023 and held it in 1 quarter. The position peaked at $24K in Q1 2023. 737 funds tracked by Wall St. Rank hold SPDW as of Q2 2023.

  • First Personal Financial Services reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2023 after selling out during the quarter.
  • First Personal Financial Services sold 748 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2023, an estimated $24K.
  • First Personal Financial Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2023 and held it in 1 quarter.
  • First Personal Financial Services's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $24K in Q1 2023.
  • 737 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2023.

Based on First Personal Financial Services's 13F filing for Q2 2023, filed 28 Jul 2023.