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

IMA Advisory Services’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
2023
Q4 		– Sell
-1
Closed -$32 – 239
2023
Q3 		$32 Buy
+1
New +$32 ﹤0.01% 282

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

IMA Advisory Services's SPDW Position: Q4 2023 in Review

IMA Advisory Services sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2023, closing a stake of 1 share — an estimated $32 sold.

IMA Advisory Services first reported a position in SPDW in Q3 2023 and held it in 1 quarter. The position peaked at $32 in Q3 2023. 842 funds tracked by Wall St. Rank hold SPDW as of Q4 2023.

  • IMA Advisory Services reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2023 after selling out during the quarter.
  • IMA Advisory Services sold 1 State Street SPDR Portfolio Developed World ex-US ETF share in Q4 2023, an estimated $32.
  • IMA Advisory Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2023 and held it in 1 quarter.
  • IMA Advisory Services's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $32 in Q3 2023.
  • 842 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2023.

Based on IMA Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.