Hudson Valley Investment Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Hudson Valley Investment Advisors’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 Q3	–	Sell	-8,573	Closed	-$247K	–	223
2022 Q2	$247K	Sell	8,573 -434	-5%	-$13.7K	0.04%	179
2022 Q1	$309K	Sell	9,007 -35	-0.4%	-$1.21K	0.04%	178
2021 Q4	$330K	Buy	9,042 +23	+0.3%	+$846	0.05%	155
2021 Q3	$327K	Buy	9,019 +1,420	+19%	+$52.7K	0.06%	153
2021 Q2	$280K	Buy	7,599 +373	+5%	+$13.8K	0.05%	148
2021 Q1	$256K	Buy	+7,226	New	+$253K	0.05%	148

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hudson Valley Investment Advisors's SPDW Position: Q3 2022 in Review

Hudson Valley Investment Advisors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2022, closing a stake of 8,573 shares — an estimated $247K sold.

Hudson Valley Investment Advisors first reported a position in SPDW in Q1 2021 and held it in 6 quarters. The position peaked at $330K in Q4 2021. 621 funds tracked by Wall St. Rank hold SPDW as of Q3 2022.

Hudson Valley Investment Advisors reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2022 after selling out during the quarter.
Hudson Valley Investment Advisors sold 8,573 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2022, an estimated $247K.
Hudson Valley Investment Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2021 and held it in 6 quarters.
Hudson Valley Investment Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $330K in Q4 2021.
621 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2022.

Based on Hudson Valley Investment Advisors's 13F filing for Q3 2022, filed 11 Oct 2022.