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Freestone Capital Holdings’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Freestone Capital Holdings’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
2024
Q2 		– Sell
-26,736
Closed -$958K – 480
2024
Q1 		$958K Hold
26,736
– – 0.04% 217
2023
Q4 		$909K Buy
+26,736
New +$849K 0.04% 216
2021
Q1 		– Sell
-126
Closed -$4.25K – 1016
2020
Q4 		$4.25K Hold
126
– – ﹤0.01% 1028
2020
Q3 		$3.69K Buy
+126
New +$3.68K ﹤0.01% 941

Other funds holding SPDW

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Freestone Capital Holdings's SPDW Position: Q2 2024 in Review

Freestone Capital Holdings sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2024, closing a stake of 26,736 shares — an estimated $958K sold.

Freestone Capital Holdings first reported a position in SPDW in Q3 2020 and held it in 4 quarters. The position peaked at $958K in Q1 2024. 875 funds tracked by Wall St. Rank hold SPDW as of Q2 2024.

  • Freestone Capital Holdings reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2024 after selling out during the quarter.
  • Freestone Capital Holdings sold 26,736 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2024, an estimated $958K.
  • Freestone Capital Holdings first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2020 and held it in 4 quarters.
  • Freestone Capital Holdings's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $958K in Q1 2024.
  • 875 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2024.

Based on Freestone Capital Holdings's 13F filing for Q2 2024, filed 13 Aug 2024.