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

Fusion Family Wealth’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 Q2	–	Sell	-669	Closed	-$24K	–	89
2021 Q1	$24K	Buy	669 +6	+0.9%	+$210	﹤0.01%	68
2020 Q4	$22K	Hold	663	–	–	﹤0.01%	67
2020 Q3	$19K	Sell	663 -9	-1%	-$263	﹤0.01%	71
2020 Q2	$19K	Sell	672 -7	-1%	-$183	﹤0.01%	72
2020 Q1	$16K	Buy	679 +84	+14%	+$2.4K	﹤0.01%	81
2019 Q4	$19K	Hold	595	–	–	﹤0.01%	87
2019 Q3	$17K	Buy	595 +194	+48%	+$5.63K	﹤0.01%	94
2019 Q2	$12K	Buy	401 +42	+12%	+$1.24K	﹤0.01%	113
2019 Q1	$10K	Sell	359 -25,010	-99%	-$712K	﹤0.01%	107
2018 Q4	$671K	Buy	25,369 +25,151	+11,537%	+$709K	0.2%	31
2018 Q3	$7K	Buy	218 +12	+6%	+$367	﹤0.01%	207
2018 Q2	$6K	Buy	+206	New	+$6.51K	﹤0.01%	230

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fusion Family Wealth's SPDW Position: Q2 2021 in Review

Fusion Family Wealth sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2021, closing a stake of 669 shares — an estimated $24K sold.

Fusion Family Wealth first reported a position in SPDW in Q2 2018 and held it in 12 quarters. The position peaked at $671K in Q4 2018. 558 funds tracked by Wall St. Rank hold SPDW as of Q2 2021.

Fusion Family Wealth reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2021 after selling out during the quarter.
Fusion Family Wealth sold 669 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2021, an estimated $24K.
Fusion Family Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2018 and held it in 12 quarters.
Fusion Family Wealth's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $671K in Q4 2018.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2021.

Based on Fusion Family Wealth's 13F filing for Q2 2021, filed 30 Jul 2021.