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

IberiaBank’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
2018
Q1 		– Sell
-7,056
Closed -$224K – 243
2017
Q4 		$224K Hold
7,056
– – 0.04% 225
2017
Q3 		$216K Hold
7,056
– – 0.04% 211
2017
Q2 		$206K Buy
+7,056
New +$203K 0.06% 165

Other funds holding SPDW

SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

IberiaBank's SPDW Position: Q1 2018 in Review

IberiaBank sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2018, closing a stake of 7,056 shares — an estimated $224K sold.

IberiaBank first reported a position in SPDW in Q2 2017 and held it in 3 quarters. The position peaked at $224K in Q4 2017. 176 funds tracked by Wall St. Rank hold SPDW as of Q1 2018.

  • IberiaBank reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2018 after selling out during the quarter.
  • IberiaBank sold 7,056 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2018, an estimated $224K.
  • IberiaBank first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2017 and held it in 3 quarters.
  • IberiaBank's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $224K in Q4 2017.
  • 176 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2018.

Based on IberiaBank's 13F filing for Q1 2018, filed 12 Apr 2018.