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Grove Bank & Trust’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Grove Bank & Trust’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
Q3 		– Sell
-2,385
Closed -$83.7K – 752
2024
Q2 		$83.7K Hold
2,385
– – 0.01% 299
2024
Q1 		$85.5K Hold
2,385
– – 0.01% 309
2023
Q4 		$81.1K Hold
2,385
– – 0.01% 300
2023
Q3 		$74K Hold
2,385
– – 0.02% 316
2023
Q2 		$77.6K Hold
2,385
– – 0.02% 314
2023
Q1 		$76.6K Hold
2,385
– – 0.02% 321
2022
Q4 		$71K Buy
+2,385
New +$68.5K 0.02% 327

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
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Grove Bank & Trust's SPDW Position: Q3 2024 in Review

Grove Bank & Trust sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2024, closing a stake of 2,385 shares — an estimated $83.7K sold.

Grove Bank & Trust first reported a position in SPDW in Q4 2022 and held it in 7 quarters. The position peaked at $85.5K in Q1 2024. 888 funds tracked by Wall St. Rank hold SPDW as of Q3 2024.

  • Grove Bank & Trust reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2024 after selling out during the quarter.
  • Grove Bank & Trust sold 2,385 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2024, an estimated $83.7K.
  • Grove Bank & Trust first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and held it in 7 quarters.
  • Grove Bank & Trust's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $85.5K in Q1 2024.
  • 888 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2024.

Based on Grove Bank & Trust's 13F filing for Q3 2024, filed 11 Oct 2024.