Granite Bay Wealth Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Granite Bay Wealth 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
2024 Q4	–	Sell	-94,254	Closed	-$3.54M	–	76
2024 Q3	$3.54M	Buy	94,254 +9,437	+11%	+$341K	1.99%	16
2024 Q2	$2.98M	Buy	84,817 +27,807	+49%	+$989K	1.59%	19
2024 Q1	$2.04M	Sell	57,010 -2,065,358	-97%	-$71M	1.16%	24
2023 Q4	$67.7M	Buy	2,122,368 +784,756	+59%	+$24.9M	0.61%	29
2023 Q3	$43.2M	Buy	1,337,612 +1,315,809	+6,035%	+$42.5M	0.42%	37
2023 Q2	$709K	Buy	+21,803	New	+$712K	0.66%	22

Other funds holding SPDW

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Granite Bay Wealth Management's SPDW Position: Q4 2024 in Review

Granite Bay Wealth Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2024, closing a stake of 94,254 shares — an estimated $3.54M sold.

Granite Bay Wealth Management first reported a position in SPDW in Q2 2023 and held it in 6 quarters. The position peaked at $67.7M in Q4 2023. 968 funds tracked by Wall St. Rank hold SPDW as of Q4 2024.

Granite Bay Wealth Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2024 after selling out during the quarter.
Granite Bay Wealth Management sold 94,254 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2024, an estimated $3.54M.
Granite Bay Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2023 and held it in 6 quarters.
Granite Bay Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $67.7M in Q4 2023.
968 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2024.

Based on Granite Bay Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.