Founders Financial Securities’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Founders Financial Securities’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	-111,899	Closed	-$4.12M	–	296
2021 Q2	$4.12M	Sell	111,899 -6,707	-6%	-$249K	0.82%	23
2021 Q1	$4.19M	Buy	+118,606	New	+$4.16M	0.97%	21
2020 Q4	–	Sell	-407,620	Closed	-$11.9M	–	238
2020 Q3	$11.9M	Sell	407,620 -32,738	-7%	-$956K	3.8%	5
2020 Q2	$12.2M	Buy	440,358 +280,230	+175%	+$7.33M	3.94%	4
2020 Q1	$3.83M	Sell	160,128 -141,726	-47%	-$4.06M	1.43%	10
2019 Q4	$9.46M	Buy	301,854 +151,984	+101%	+$4.63M	3.2%	10
2019 Q3	$4.4M	Buy	149,870 +6,768	+5%	+$196K	1.4%	24
2019 Q2	$4.23M	Sell	143,102 -193,499	-57%	-$5.7M	1.39%	26
2019 Q1	$9.83M	Buy	336,601 +154,610	+85%	+$4.4M	3.12%	11
2018 Q4	$4.81M	Sell	181,991 -172,416	-49%	-$4.86M	1.74%	16
2018 Q3	$10.9M	Buy	+354,407	New	+$10.8M	3.03%	13

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

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return