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

Hayden Royal’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 Q4	$132K	Buy	+3,631	New	+$134K	0.31%	107
2021 Q3	–	Sell	-75,911	Closed	-$2.79M	–	182
2021 Q2	$2.79M	Sell	75,911 -1,911	-2%	-$70.9K	1.54%	14
2021 Q1	$2.75M	Buy	+77,822	New	+$2.73M	1.58%	14
2020 Q4	–	Sell	-83,774	Closed	-$2.45M	–	542
2020 Q3	$2.45M	Buy	+83,774	New	+$2.45M	1.31%	18
2020 Q2	–	Sell	-84,433	Closed	-$2.02M	–	243
2020 Q1	$2.02M	Sell	84,433 -22,422	-21%	-$642K	1.19%	17
2019 Q4	$3.32M	Buy	+106,855	New	+$3.25M	1.68%	10

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Hayden Royal's SPDW Position: Q4 2021 in Review

Hayden Royal opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2021: 3,631 shares worth $132K. The stake represents 0.31% of the portfolio and ranks #107 among its holdings. This is a return to the name: Hayden Royal previously reported a position in SPDW as recently as Q2 2021.

Hayden Royal first reported a position in SPDW in Q4 2019 and has held it in 6 quarters since. The position peaked at $3.32M in Q4 2019. 651 funds tracked by Wall St. Rank hold SPDW as of Q4 2021.

Hayden Royal held 3,631 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $132K as of Q4 2021.
State Street SPDR Portfolio Developed World ex-US ETF was a new Hayden Royal position in Q4 2021.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.31% of Hayden Royal's portfolio in Q4 2021, its #107 holding.
Hayden Royal first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 6 quarters since.
Hayden Royal's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $3.32M in Q4 2019.
651 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2021.

Based on Hayden Royal's 13F filing for Q4 2021, filed 7 Feb 2022.