Heritage Wealth Management (Arizona)’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Heritage Wealth Management (Arizona)’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	$87.2K	Buy	2,936 +1,468	+100%	+$42.1K	0.01%	433
2022 Q3	$38K	Sell	1,468 -1,906	-56%	-$55K	0.01%	439
2022 Q2	$97.3K	Sell	3,374 -14,134	-81%	-$447K	0.03%	339
2022 Q1	$600K	Buy	+17,508	New	+$607K	0.16%	98
2021 Q3	$866K	Sell	23,928 -13,276	-36%	-$493K	0.31%	61
2021 Q2	$1.37M	Buy	+37,204	New	+$1.38M	0.52%	38

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s SPDW Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 100% in Q4 2022, buying an estimated $42.1K and bringing the position to 2,936 shares worth $87.2K. The position accounts for 0.01% of the portfolio, ranked #433.

Heritage Wealth Management (Arizona) first reported a position in SPDW in Q2 2021 and has held it in 6 quarters since. The position peaked at $1.37M in Q2 2021. 691 funds tracked by Wall St. Rank hold SPDW as of Q4 2022.

Heritage Wealth Management (Arizona) held 2,936 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $87.2K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 1,468 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2022, an estimated $42.1K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #433 holding.
Heritage Wealth Management (Arizona) first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2021 and has held it in 6 quarters since.
Heritage Wealth Management (Arizona)'s State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.37M in Q2 2021.
691 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.