HLOC
SPDW icon

H.L. Ormond & Company’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

H.L. Ormond & Company’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
2022
Q3 		– Sell
-46,466
Closed -$1.34M – 93
2022
Q2 		$1.34M Sell
46,466
-4,558
-9% -$144K 2.17% 6
2022
Q1 		$1.75M Sell
51,024
-101
-0.2% -$3.5K 2.13% 6
2021
Q4 		$1.81M Buy
+51,125
New +$1.88M 2.12% 7

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

H.L. Ormond & Company's SPDW Position: Q3 2022 in Review

H.L. Ormond & Company sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2022, closing a stake of 46,466 shares — an estimated $1.34M sold.

H.L. Ormond & Company first reported a position in SPDW in Q4 2021 and held it in 3 quarters. The position peaked at $1.81M in Q4 2021. 621 funds tracked by Wall St. Rank hold SPDW as of Q3 2022.

  • H.L. Ormond & Company reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2022 after selling out during the quarter.
  • H.L. Ormond & Company sold 46,466 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2022, an estimated $1.34M.
  • H.L. Ormond & Company first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and held it in 3 quarters.
  • H.L. Ormond & Company's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.81M in Q4 2021.
  • 621 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2022.

Based on H.L. Ormond & Company's 13F filing for Q3 2022, filed 14 Nov 2022.