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

Highland Private 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
2022
Q4 		– Sell
-54,922
Closed -$1.42M – 136
2022
Q3 		$1.42M Buy
54,922
+11,974
+28% +$345K 0.23% 44
2022
Q2 		$1.24M Sell
42,948
-117
-0.3% -$3.7K 0.19% 48
2022
Q1 		$1.48M Sell
43,065
-1,805
-4% -$62.6K 0.2% 44
2021
Q4 		$1.64M Sell
44,870
-8,977
-17% -$330K 0.21% 45
2021
Q3 		$1.95M Buy
53,847
+6,545
+14% +$243K 0.28% 41
2021
Q2 		$1.74M Buy
47,302
+10,521
+29% +$390K 0.26% 43
2021
Q1 		$1.3M Buy
36,781
+4,851
+15% +$170K 0.21% 44
2020
Q4 		$1.08M Sell
31,930
-655
-2% -$20.6K 0.19% 44
2020
Q3 		$953K Hold
32,585
– – 0.19% 47
2020
Q2 		$900K Buy
32,585
+225
+0.7% +$5.89K 0.19% 45
2020
Q1 		$775K Buy
32,360
+255
+0.8% +$7.3K 0.21% 45
2019
Q4 		$1.01M Buy
+32,105
New +$978K 0.24% 42

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

Highland Private Wealth Management's SPDW Position: Q4 2022 in Review

Highland Private Wealth Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2022, closing a stake of 54,922 shares — an estimated $1.42M sold.

Highland Private Wealth Management first reported a position in SPDW in Q4 2019 and held it in 12 quarters. The position peaked at $1.95M in Q3 2021. 690 funds tracked by Wall St. Rank hold SPDW as of Q4 2022.

  • Highland Private Wealth Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2022 after selling out during the quarter.
  • Highland Private Wealth Management sold 54,922 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2022, an estimated $1.42M.
  • Highland Private Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and held it in 12 quarters.
  • Highland Private Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.95M in Q3 2021.
  • 690 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2022.

Based on Highland Private Wealth Management's 13F filing for Q4 2022.