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HBC Financial Services’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

HBC Financial Services’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
Q4 		– Sell
-137
Closed -$6K – 183
2022
Q3 		$6K Hold
137
– – 0.01% 126
2022
Q2 		$7K Sell
137
-123
-47% -$3.89K 0.01% 134
2022
Q1 		$8K Hold
260
– – 0.01% 126
2021
Q4 		$9K Buy
+260
New +$9.56K 0.01% 126

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

HBC Financial Services's SPDW Position: Q4 2022 in Review

HBC Financial Services sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2022, closing a stake of 137 shares — an estimated $6K sold.

HBC Financial Services first reported a position in SPDW in Q4 2021 and held it in 4 quarters. The position peaked at $9K in Q4 2021. 690 funds tracked by Wall St. Rank hold SPDW as of Q4 2022.

  • HBC Financial Services reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2022 after selling out during the quarter.
  • HBC Financial Services sold 137 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2022, an estimated $6K.
  • HBC Financial Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and held it in 4 quarters.
  • HBC Financial Services's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $9K in Q4 2021.
  • 690 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2022.

Based on HBC Financial Services's 13F filing for Q4 2022, filed 19 Jan 2023.