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Highland Capital Management (Tennessee)’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Highland Capital Management (Tennessee)’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
Q4 		– Sell
-12,780
Closed -$480K – 409
2024
Q3 		$480K Hold
12,780
– – 0.03% 281
2024
Q2 		$448K Hold
12,780
– – 0.03% 279
2024
Q1 		$458K Sell
12,780
-170
-1% -$5.84K 0.03% 287
2023
Q4 		$440K Sell
12,950
-455
-3% -$14.4K 0.03% 285
2023
Q3 		$416K Sell
13,405
-455
-3% -$14.7K 0.03% 284
2023
Q2 		$451K Hold
13,860
– – 0.03% 277
2023
Q1 		$445K Hold
13,860
– – 0.03% 237
2022
Q4 		$412K Hold
13,860
– – 0.03% 287
2022
Q3 		$358K Hold
13,860
– – 0.03% 279
2022
Q2 		$400K Hold
13,860
– – 0.03% 280
2022
Q1 		$475K Hold
13,860
– – 0.03% 280
2021
Q4 		$506K Hold
13,860
– – 0.03% 284
2021
Q3 		$502K Sell
13,860
-620
-4% -$23K 0.03% 283
2021
Q2 		$533K Hold
14,480
– – 0.03% 274
2021
Q1 		$512K Buy
14,480
+910
+7% +$31.9K 0.03% 273
2020
Q4 		$458K Buy
13,570
+2,015
+17% +$63.5K 0.03% 280
2020
Q3 		$338K Hold
11,555
– – 0.02% 276
2020
Q2 		$319K Hold
11,555
– – 0.03% 275
2020
Q1 		$277K Hold
11,555
– – 0.03% 274
2019
Q4 		$362K Buy
+11,555
New +$352K 0.03% 278

Other funds holding SPDW

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Highland Capital Management (Tennessee)'s SPDW Position: Q4 2024 in Review

Highland Capital Management (Tennessee) sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2024, closing a stake of 12,780 shares — an estimated $480K sold.

Highland Capital Management (Tennessee) first reported a position in SPDW in Q4 2019 and held it in 20 quarters. The position peaked at $533K in Q2 2021. 968 funds tracked by Wall St. Rank hold SPDW as of Q4 2024.

  • Highland Capital Management (Tennessee) reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2024 after selling out during the quarter.
  • Highland Capital Management (Tennessee) sold 12,780 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2024, an estimated $480K.
  • Highland Capital Management (Tennessee) first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and held it in 20 quarters.
  • Highland Capital Management (Tennessee)'s State Street SPDR Portfolio Developed World ex-US ETF position peaked at $533K in Q2 2021.
  • 968 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2024.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q4 2024, filed 23 Jan 2025.