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Flagship Private Wealth’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Flagship Private Wealth’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
2021
Q3 		– Sell
-1,821
Closed -$67.3K – 261
2021
Q2 		$67.3K Buy
1,821
+1,037
+132% +$38.5K 0.05% 121
2021
Q1 		$28.5K Buy
784
+372
+90% +$13K 0.02% 145
2020
Q4 		$14.1K Buy
+412
New +$13K 0.01% 205

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Flagship Private Wealth's SPDW Position: Q3 2021 in Review

Flagship Private Wealth sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2021, closing a stake of 1,821 shares — an estimated $67.3K sold.

Flagship Private Wealth first reported a position in SPDW in Q4 2020 and held it in 3 quarters. The position peaked at $67.3K in Q2 2021. 549 funds tracked by Wall St. Rank hold SPDW as of Q3 2021.

  • Flagship Private Wealth reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2021 after selling out during the quarter.
  • Flagship Private Wealth sold 1,821 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2021, an estimated $67.3K.
  • Flagship Private Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and held it in 3 quarters.
  • Flagship Private Wealth's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $67.3K in Q2 2021.
  • 549 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2021.

Based on Flagship Private Wealth's 13F filing for Q3 2021, filed 20 Oct 2021.