Global Trust Asset Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Global Trust Asset Management’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 Q4	–	Sell	-208	Closed	-$8K	–	439
2021 Q3	$8K	Hold	208	–	–	﹤0.01%	329
2021 Q2	$8K	Buy	208 +3	+1%	+$111	﹤0.01%	335
2021 Q1	$7K	Hold	205	–	–	﹤0.01%	309
2020 Q4	$7K	Buy	205 +2	+1%	+$63	﹤0.01%	315
2020 Q3	$6K	Hold	203	–	–	﹤0.01%	281
2020 Q2	$6K	Buy	203 +2	+1%	+$52	﹤0.01%	259
2020 Q1	$5K	Hold	201	–	–	﹤0.01%	277
2019 Q4	$6K	Sell	201 -6,998	-97%	-$213K	﹤0.01%	308
2019 Q3	$211K	Buy	7,199 +7,004	+3,592%	+$203K	0.14%	138
2019 Q2	$6K	Buy	195 +30	+18%	+$883	﹤0.01%	321
2019 Q1	$5K	Buy	+165	New	+$4.7K	﹤0.01%	300

Other funds holding SPDW

Creative Planning

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

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return