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Hatton Consulting’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Hatton Consulting’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
2021
Q3 		$6.86M Buy
189,524
+28,830
+18% +$1.07M 5.1% 7
2021
Q2 		$5.91M Buy
160,694
+16,825
+12% +$624K 4.63% 7
2021
Q1 		$5.09M Buy
+143,869
New +$5.04M 4.67% 7

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Hatton Consulting's SPDW Position: Q3 2021 in Review

Hatton Consulting increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 18% in Q3 2021, buying an estimated $1.07M and bringing the position to 189,524 shares worth $6.86M. The position accounts for 5.1% of the portfolio, ranked #7.

Hatton Consulting first reported a position in SPDW in Q1 2021 and has held it in 3 quarters since. 549 funds tracked by Wall St. Rank hold SPDW as of Q3 2021.

  • Hatton Consulting held 189,524 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $6.86M as of Q3 2021.
  • Hatton Consulting bought 28,830 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2021, an estimated $1.07M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 5.1% of Hatton Consulting's portfolio in Q3 2021, its #7 holding.
  • Hatton Consulting first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2021 and has held it in 3 quarters since.
  • 549 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2021.

Based on Hatton Consulting's 13F filing for Q3 2021, filed 14 Oct 2021.