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Founders Capital Management (Texas)’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Founders Capital Management (Texas)’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
2019
Q1 		– Sell
-5,715
Closed -$151K – 345
2018
Q4 		$151K Sell
5,715
-1,830
-24% -$51.6K 0.16% 63
2018
Q3 		$232K Hold
7,545
– – 0.19% 59
2018
Q2 		$229K Buy
7,545
+425
+6% +$13.4K 0.2% 60
2018
Q1 		$224K Buy
7,120
+240
+3% +$7.7K 0.19% 69
2017
Q4 		$218K Buy
+6,880
New +$215K 0.18% 72

Other funds holding SPDW

SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
CAW
Cornerstone Advisors (Washington) Bellevue, Washington $936M AUM 8.77% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Founders Capital Management (Texas)'s SPDW Position: Q1 2019 in Review

Founders Capital Management (Texas) sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2019, closing a stake of 5,715 shares — an estimated $151K sold.

Founders Capital Management (Texas) first reported a position in SPDW in Q4 2017 and held it in 5 quarters. The position peaked at $232K in Q3 2018. 298 funds tracked by Wall St. Rank hold SPDW as of Q1 2019.

  • Founders Capital Management (Texas) reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2019 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 5,715 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2019, an estimated $151K.
  • Founders Capital Management (Texas) first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2017 and held it in 5 quarters.
  • Founders Capital Management (Texas)'s State Street SPDR Portfolio Developed World ex-US ETF position peaked at $232K in Q3 2018.
  • 298 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2019.

Based on Founders Capital Management (Texas)'s 13F filing for Q1 2019, filed 17 Apr 2019.