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

IFC Holdings’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
-28,786
Closed -$912K – 361
2017
Q4 		$912K Buy
28,786
+3,271
+13% +$102K 0.06% 215
2017
Q3 		$783K Sell
25,515
-289
-1% -$8.63K 0.05% 224
2017
Q2 		$752K Buy
25,804
+10,296
+66% +$296K 0.06% 221
2017
Q1 		$429K Buy
15,508
+323
+2% +$8.71K 0.04% 280
2016
Q4 		$391K Sell
15,185
-614
-4% -$15.8K 0.04% 263
2016
Q3 		$419K Hold
15,799
– – 0.04% 246
2016
Q2 		$396K Buy
15,799
+3,509
+29% +$89.6K 0.04% 247
2016
Q1 		$305K Buy
12,290
+284
+2% +$6.87K 0.04% 280
2015
Q4 		$310K Buy
12,006
+155
+1% +$4.11K 0.04% 268
2015
Q3 		$298K Buy
11,851
+60
+0.5% +$1.63K 0.05% 266
2015
Q2 		$343K Sell
11,791
-478
-4% -$14K 0.05% 263
2015
Q1 		$350K Sell
12,269
-3,515
-22% -$97.2K 0.05% 259
2014
Q4 		$433K Sell
15,784
-461
-3% -$12.7K 0.07% 214
2014
Q3 		$460K Buy
16,245
+1,638
+11% +$48.5K 0.08% 193
2014
Q2 		$441K Buy
14,607
+5,385
+58% +$161K 0.08% 193
2014
Q1 		$271K Buy
+9,222
New +$266K 0.06% 247

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

IFC Holdings's SPDW Position: Q1 2018 in Review

IFC Holdings sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2018, closing a stake of 28,786 shares — an estimated $912K sold.

IFC Holdings first reported a position in SPDW in Q1 2014 and held it in 16 quarters. The position peaked at $912K in Q4 2017. 176 funds tracked by Wall St. Rank hold SPDW as of Q1 2018.

  • IFC Holdings reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 28,786 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2018, an estimated $912K.
  • IFC Holdings first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2014 and held it in 16 quarters.
  • IFC Holdings's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $912K 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 IFC Holdings's 13F filing for Q1 2018.