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Fort Pitt Capital Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Fort Pitt Capital 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
2021
Q1 		– Sell
-535
Closed -$18K – 309
2020
Q4 		$18K Buy
+535
New +$16.9K ﹤0.01% 253
2019
Q1 		– Sell
-7,991
Closed -$211K – 158
2018
Q4 		$211K Buy
+7,991
New +$225K 0.02% 157

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
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 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 $424B AUM 22.96% 1-Year Est. Return
State Street
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Fort Pitt Capital Group's SPDW Position: Q1 2021 in Review

Fort Pitt Capital Group sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2021, closing a stake of 535 shares — an estimated $18K sold.

Fort Pitt Capital Group first reported a position in SPDW in Q4 2018 and held it in 2 quarters. The position peaked at $211K in Q4 2018. 532 funds tracked by Wall St. Rank hold SPDW as of Q1 2021.

  • Fort Pitt Capital Group reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2021 after selling out during the quarter.
  • Fort Pitt Capital Group sold 535 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2021, an estimated $18K.
  • Fort Pitt Capital Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2018 and held it in 2 quarters.
  • Fort Pitt Capital Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $211K in Q4 2018.
  • 532 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2021.

Based on Fort Pitt Capital Group's 13F filing for Q1 2021, filed 16 Apr 2021.