IWS
SPDW icon

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

Insight Wealth Strategies’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
2020
Q1 		– Sell
-7,625
Closed -$239K – 191
2019
Q4 		$239K Buy
+7,625
New +$232K 0.05% 181

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Insight Wealth Strategies's SPDW Position: Q1 2020 in Review

Insight Wealth Strategies sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2020, closing a stake of 7,625 shares — an estimated $239K sold.

Insight Wealth Strategies first reported a position in SPDW in Q4 2019 and held it in 1 quarter. The position peaked at $239K in Q4 2019. 395 funds tracked by Wall St. Rank hold SPDW as of Q1 2020.

  • Insight Wealth Strategies reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2020 after selling out during the quarter.
  • Insight Wealth Strategies sold 7,625 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2020, an estimated $239K.
  • Insight Wealth Strategies first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and held it in 1 quarter.
  • Insight Wealth Strategies's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $239K in Q4 2019.
  • 395 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2020.

Based on Insight Wealth Strategies's 13F filing for Q1 2020, filed 21 Apr 2020.