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Hart & Patterson Financial Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Hart & Patterson Financial Group’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 		$370K Buy
+10,843
New +$388K 0.18% 56

Other funds holding SPDW

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hart & Patterson Financial Group's SPDW Position: Q4 2024 in Review

Hart & Patterson Financial Group opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2024: 10,843 shares worth $370K. The stake represents 0.18% of the portfolio and ranks #56 among its holdings.

969 funds tracked by Wall St. Rank hold SPDW as of Q4 2024.

  • Hart & Patterson Financial Group held 10,843 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $370K as of Q4 2024.
  • State Street SPDR Portfolio Developed World ex-US ETF was a new Hart & Patterson Financial Group position in Q4 2024.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.18% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #56 holding.
  • 969 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.