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Global Wealth Management Investment Advisory’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Global Wealth Management Investment Advisory’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
2019
Q3 		– Sell
-545
Closed -$16K – 720
2019
Q2 		$16K Sell
545
-703
-56% -$20.7K 0.01% 310
2019
Q1 		$36K Sell
1,248
-2,736
-69% -$77.9K 0.02% 241
2018
Q4 		$105K Buy
+3,984
New +$112K 0.06% 170

Other funds holding SPDW

SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Balentine LLC
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
Parametric Portfolio Associates
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Global Wealth Management Investment Advisory's SPDW Position: Q3 2019 in Review

Global Wealth Management Investment Advisory sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2019, closing a stake of 545 shares — an estimated $16K sold.

Global Wealth Management Investment Advisory first reported a position in SPDW in Q4 2018 and held it in 3 quarters. The position peaked at $105K in Q4 2018. 321 funds tracked by Wall St. Rank hold SPDW as of Q3 2019.

  • Global Wealth Management Investment Advisory reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 545 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2019, an estimated $16K.
  • Global Wealth Management Investment Advisory first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2018 and held it in 3 quarters.
  • Global Wealth Management Investment Advisory's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $105K in Q4 2018.
  • 321 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2019, filed 14 Nov 2019.