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Insight 2811 Inc’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Insight 2811 Inc’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
2021
Q3 		– Sell
-5,815
Closed -$214K – 85
2021
Q2 		$214K Buy
+5,815
New +$216K 0.12% 75
2014
Q4 		– Sell
-351,390
Closed -$9.97M – 170
2014
Q3 		$9.97M Buy
351,390
+7,912
+2% +$234K 4.28% 5
2014
Q2 		$10.4M Buy
343,478
+6,319
+2% +$189K 4.35% 5
2014
Q1 		$10.1M Buy
337,159
+24,039
+8% +$694K 4.26% 5
2013
Q4 		$9.19M Buy
+313,120
New +$8.97M 4.54% 5

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Insight 2811 Inc's SPDW Position: Q3 2021 in Review

Insight 2811 Inc sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2021, closing a stake of 5,815 shares — an estimated $214K sold.

Insight 2811 Inc first reported a position in SPDW in Q4 2013 and held it in 5 quarters. The position peaked at $10.4M in Q2 2014. 549 funds tracked by Wall St. Rank hold SPDW as of Q3 2021.

  • Insight 2811 Inc reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2021 after selling out during the quarter.
  • Insight 2811 Inc sold 5,815 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2021, an estimated $214K.
  • Insight 2811 Inc first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2013 and held it in 5 quarters.
  • Insight 2811 Inc's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $10.4M in Q2 2014.
  • 549 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2021.

Based on Insight 2811 Inc's 13F filing for Q3 2021, filed 4 Nov 2021.