HGERS
SPDW icon

Householder Group Estate & Retirement Specialist’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$80K Sell
2,347
-21,489
-90% -$769K 0.06% 175
2024
Q3 		$895K Buy
23,836
+1,697
+8% +$61.3K 0.26% 86
2024
Q2 		$776K Buy
22,139
+4,450
+25% +$158K 0.22% 102
2024
Q1 		$634K Buy
17,689
+1,170
+7% +$40.2K 0.19% 107
2023
Q4 		$561K Sell
16,519
-1,942
-11% -$61.6K 0.18% 105
2023
Q3 		$572K Buy
+18,461
New +$596K 0.21% 95
2023
Q1 		$135K Buy
+4,209
New +$133K 0.05% 242
2022
Q4 		– Sell
-2,750
Closed -$70K – 1010
2022
Q3 		$70K Buy
+2,750
New +$79.3K 0.03% 330

Other funds holding SPDW

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Householder Group Estate & Retirement Specialist's SPDW Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 90% in Q4 2024, selling an estimated $769K and leaving 2,347 shares worth $80K. The position accounts for 0.06% of the portfolio, ranked #175.

Householder Group Estate & Retirement Specialist first reported a position in SPDW in Q3 2022 and has held it in 8 quarters since. The position peaked at $895K in Q3 2024. 969 funds tracked by Wall St. Rank hold SPDW as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 2,347 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $80K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 21,489 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2024, an estimated $769K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.06% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #175 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2022 and has held it in 8 quarters since.
  • Householder Group Estate & Retirement Specialist's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $895K in Q3 2024.
  • 969 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.