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

GoalVest 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
2023
Q4 		– Sell
-735
Closed -$22.8K – 476
2023
Q3 		$22.8K Buy
+735
New +$23.7K 0.01% 208
2022
Q3 		– Sell
-13,104
Closed -$371K – 302
2022
Q2 		$371K Buy
+13,104
New +$415K 0.24% 100

Other funds holding SPDW

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

GoalVest Advisory's SPDW Position: Q4 2023 in Review

GoalVest Advisory sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2023, closing a stake of 735 shares — an estimated $22.8K sold.

GoalVest Advisory first reported a position in SPDW in Q2 2022 and held it in 2 quarters. The position peaked at $371K in Q2 2022. 842 funds tracked by Wall St. Rank hold SPDW as of Q4 2023.

  • GoalVest Advisory reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2023 after selling out during the quarter.
  • GoalVest Advisory sold 735 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2023, an estimated $22.8K.
  • GoalVest Advisory first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2022 and held it in 2 quarters.
  • GoalVest Advisory's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $371K in Q2 2022.
  • 842 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.