Ground Swell Capital’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Ground Swell Capital’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
2014 Q3	$50K	Buy	+1,764	New	+$52.2K	0.09%	217

Other funds holding SPDW

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

I2I

Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ground Swell Capital's SPDW Position: Q3 2014 in Review

Ground Swell Capital opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2014: 1,764 shares worth $50K. The stake represents 0.09% of the portfolio and ranks #217 among its holdings.

47 funds tracked by Wall St. Rank hold SPDW as of Q3 2014.

Ground Swell Capital held 1,764 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $50K as of Q3 2014.
State Street SPDR Portfolio Developed World ex-US ETF was a new Ground Swell Capital position in Q3 2014.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.09% of Ground Swell Capital's portfolio in Q3 2014, its #217 holding.
47 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.