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

ICA Group 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
2024
Q2 		– Sell
-23,531
Closed -$843K – 1246
2024
Q1 		$843K Buy
23,531
+1,162
+5% +$39.9K 0.17% 114
2023
Q4 		$761K Buy
22,369
+5,841
+35% +$185K 0.17% 112
2023
Q3 		$513K Buy
16,528
+4,556
+38% +$147K 0.14% 136
2023
Q2 		$390K Buy
11,972
+2,424
+25% +$79.1K 0.1% 153
2023
Q1 		$307K Buy
9,548
+3,363
+54% +$106K 0.07% 193
2022
Q4 		$184K Buy
+6,185
New +$178K 0.04% 261

Other funds holding SPDW

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ICA Group Wealth Management's SPDW Position: Q2 2024 in Review

ICA Group Wealth Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2024, closing a stake of 23,531 shares — an estimated $843K sold.

ICA Group Wealth Management first reported a position in SPDW in Q4 2022 and held it in 6 quarters. The position peaked at $843K in Q1 2024. 875 funds tracked by Wall St. Rank hold SPDW as of Q2 2024.

  • ICA Group Wealth Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 23,531 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2024, an estimated $843K.
  • ICA Group Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and held it in 6 quarters.
  • ICA Group Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $843K in Q1 2024.
  • 875 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.