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

Foresight Wealth Management’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
2022
Q4 		$760K Sell
25,582
-136,210
-84% -$3.91M 10.88% 4
2022
Q3 		$4.17M Buy
161,792
+1,875
+1% +$54.1K 0.96% 13
2022
Q2 		$4.61M Sell
159,917
-9,139
-5% -$289K 0.95% 13
2022
Q1 		$5.79M Buy
169,056
+1,634
+1% +$56.7K 1.07% 13
2021
Q4 		$6.11M Buy
167,422
+2,437
+1% +$89.6K 0.08% 15
2021
Q3 		$5.97M Sell
164,985
-11,737
-7% -$436K 1.2% 14
2021
Q2 		$6.5M Sell
176,722
-3,774
-2% -$140K 1.44% 15
2021
Q1 		$6.38M Sell
180,496
-776
-0.4% -$27.2K 1.62% 13
2020
Q4 		$6.12M Buy
181,272
+4,428
+3% +$140K 1.62% 14
2020
Q3 		$5.17M Buy
176,844
+24,751
+16% +$723K 1.73% 11
2020
Q2 		$4.2M Sell
152,093
-2,929
-2% -$76.6K 1.92% 11
2020
Q1 		$3.71M Buy
155,022
+9,328
+6% +$267K 2.56% 11
2019
Q4 		$4.57M Buy
145,694
+4,655
+3% +$142K 2.81% 12
2019
Q3 		$4.14M Buy
141,039
+1,112
+0.8% +$32.3K 2.99% 9
2019
Q2 		$4.14M Buy
139,927
+9,413
+7% +$277K 3.13% 7
2019
Q1 		$3.81M Buy
130,514
+18,983
+17% +$541K 3.31% 5
2018
Q4 		$2.95M Buy
+111,531
New +$3.14M 3.13% 7

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Foresight Wealth Management's SPDW Position: Q4 2022 in Review

Foresight Wealth Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 84% in Q4 2022, selling an estimated $3.91M and leaving 25,582 shares worth $760K. The position accounts for 10.88% of the portfolio, ranked #4.

Foresight Wealth Management first reported a position in SPDW in Q4 2018 and has held it in 17 quarters since. The position peaked at $6.5M in Q2 2021. 690 funds tracked by Wall St. Rank hold SPDW as of Q4 2022.

  • Foresight Wealth Management held 25,582 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $760K as of Q4 2022.
  • Foresight Wealth Management sold 136,210 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2022, an estimated $3.91M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 10.88% of Foresight Wealth Management's portfolio in Q4 2022, its #4 holding.
  • Foresight Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2018 and has held it in 17 quarters since.
  • Foresight Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $6.5M in Q2 2021.
  • 690 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.