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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 $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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Founders Financial Securities's SPDW Position: Q3 2021 in Review

Founders Financial Securities sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2021, closing a stake of 111,899 shares — an estimated $4.12M sold.

Founders Financial Securities first reported a position in SPDW in Q3 2018 and held it in 11 quarters. The position peaked at $12.2M in Q2 2020. 549 funds tracked by Wall St. Rank hold SPDW as of Q3 2021.

  • Founders Financial Securities reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2021 after selling out during the quarter.
  • Founders Financial Securities sold 111,899 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2021, an estimated $4.12M.
  • Founders Financial Securities first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2018 and held it in 11 quarters.
  • Founders Financial Securities's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $12.2M in Q2 2020.
  • 549 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2021.

Based on Founders Financial Securities's 13F filing for Q3 2021, filed 15 Nov 2021.