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

INR 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
2019 Q1	$1.22M	Buy	41,677 +5,210	+14%	+$148K	0.15%	11
2018 Q4	$965K	Buy	36,467 +22,923	+169%	+$646K	0.14%	11
2018 Q3	$417K	Buy	13,544 +6,870	+103%	+$210K	0.06%	11
2018 Q2	$203K	Buy	6,674 +2,207	+49%	+$69.8K	0.03%	11
2018 Q1	$140K	Buy	+4,467	New	+$143K	0.02%	12

Other funds holding SPDW

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

CAW

Cornerstone Advisors (Washington) Bellevue, Washington $936M AUM 8.77% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

INR Advisory Services's SPDW Position: Q1 2019 in Review

INR Advisory Services increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 14% in Q1 2019, buying an estimated $148K and bringing the position to 41,677 shares worth $1.22M. The position accounts for 0.15% of the portfolio, ranked #11.

INR Advisory Services first reported a position in SPDW in Q1 2018 and has held it in 5 quarters since. 298 funds tracked by Wall St. Rank hold SPDW as of Q1 2019.

INR Advisory Services held 41,677 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.22M as of Q1 2019.
INR Advisory Services bought 5,210 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2019, an estimated $148K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.15% of INR Advisory Services's portfolio in Q1 2019, its #11 holding.
INR Advisory Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2018 and has held it in 5 quarters since.
298 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2019.

Based on INR Advisory Services's 13F filing for Q1 2019, filed 22 Apr 2019.