FSC Wealth Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

FSC Wealth Advisors’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 Q3	–	Sell	-82	Closed	-$2.88K	–	309
2024 Q2	$2.88K	Hold	82	–	–	﹤0.01%	245
2024 Q1	$2.94K	Hold	82	–	–	﹤0.01%	234
2023 Q4	$2.79K	Hold	82	–	–	﹤0.01%	260
2023 Q3	$2.54K	Buy	+82	New	+$2.65K	﹤0.01%	212

Other funds holding SPDW

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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 Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

FSC Wealth Advisors's SPDW Position: Q3 2024 in Review

FSC Wealth Advisors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2024, closing a stake of 82 shares — an estimated $2.88K sold.

FSC Wealth Advisors first reported a position in SPDW in Q3 2023 and held it in 4 quarters. The position peaked at $2.94K in Q1 2024. 888 funds tracked by Wall St. Rank hold SPDW as of Q3 2024.

FSC Wealth Advisors reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2024 after selling out during the quarter.
FSC Wealth Advisors sold 82 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2024, an estimated $2.88K.
FSC Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2023 and held it in 4 quarters.
FSC Wealth Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.94K in Q1 2024.
888 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2024.

Based on FSC Wealth Advisors's 13F filing for Q3 2024, filed 22 Oct 2024.