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

Girard 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
2017
Q2 		– Sell
-46,966
Closed -$1.3M – 175
2017
Q1 		$1.3M Buy
46,966
+663
+1% +$17.9K 1.11% 21
2016
Q4 		$1.19M Buy
46,303
+485
+1% +$12.5K 1.04% 20
2016
Q3 		$1.21M Sell
45,818
-3
-0% -$78 1.24% 15
2016
Q2 		$1.14M Buy
45,821
+850
+2% +$21.7K 1.04% 26
2016
Q1 		$1.14M Buy
44,971
+1,249
+3% +$30.2K 1.12% 24
2015
Q4 		$1.13M Buy
+43,722
New +$1.16M 1.12% 24

Other funds holding SPDW

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return