HWM
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HFG Wealth Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

HFG Wealth Management’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
Q1 		– Sell
-6,044
Closed -$206K – 55
2023
Q4 		$206K Buy
+6,044
New +$192K 0.05% 55
2023
Q1 		$226K Buy
+7,048
New +$222K 0.05% 74

Other funds holding SPDW

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

HFG Wealth Management's SPDW Position: Q1 2024 in Review

HFG Wealth Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2024, closing a stake of 6,044 shares — an estimated $206K sold.

HFG Wealth Management first reported a position in SPDW in Q1 2023 and held it in 2 quarters. The position peaked at $226K in Q1 2023. 850 funds tracked by Wall St. Rank hold SPDW as of Q1 2024.

  • HFG Wealth Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2024 after selling out during the quarter.
  • HFG Wealth Management sold 6,044 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2024, an estimated $206K.
  • HFG Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2023 and held it in 2 quarters.
  • HFG Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $226K in Q1 2023.
  • 850 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2024.

Based on HFG Wealth Management's 13F filing for Q1 2024, filed 28 Jun 2024.