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Howe & Rusling’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Howe & Rusling’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
2020
Q4 		– Sell
-27,636
Closed -$809K – 997
2020
Q3 		$809K Sell
27,636
-1,273
-4% -$37.2K 0.14% 83
2020
Q2 		$798K Sell
28,909
-1,135
-4% -$29.7K 0.15% 76
2020
Q1 		$719K Buy
30,044
+4,310
+17% +$123K 0.15% 80
2019
Q4 		$807K Buy
25,734
+1,183
+5% +$36K 0.13% 110
2019
Q3 		$721K Buy
24,551
+1,224
+5% +$35.5K 0.13% 116
2019
Q2 		$690K Sell
23,327
-1,499
-6% -$44.1K 0.12% 115
2019
Q1 		$725K Buy
24,826
+5,895
+31% +$168K 0.13% 111
2018
Q4 		$501K Buy
18,931
+17,813
+1,593% +$502K 0.11% 116
2018
Q3 		$34K Buy
1,118
+848
+314% +$25.9K 0.01% 319
2018
Q2 		$8K Buy
+270
New +$8.54K ﹤0.01% 490

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
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Howe & Rusling's SPDW Position: Q4 2020 in Review

Howe & Rusling sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2020, closing a stake of 27,636 shares — an estimated $809K sold.

Howe & Rusling first reported a position in SPDW in Q2 2018 and held it in 10 quarters. The position peaked at $809K in Q3 2020. 488 funds tracked by Wall St. Rank hold SPDW as of Q4 2020.

  • Howe & Rusling reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2020 after selling out during the quarter.
  • Howe & Rusling sold 27,636 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2020, an estimated $809K.
  • Howe & Rusling first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2018 and held it in 10 quarters.
  • Howe & Rusling's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $809K in Q3 2020.
  • 488 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2020.

Based on Howe & Rusling's 13F filing for Q4 2020, filed 8 Feb 2021.