Integrated Advisors Network’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Integrated Advisors Network’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
2022 Q4	–	Sell	-8,110	Closed	-$209K	–	681
2022 Q3	$209K	Sell	8,110 -2,415	-23%	-$69.6K	0.01%	589
2022 Q2	$304K	Sell	10,525 -3,289	-24%	-$104K	0.02%	525
2022 Q1	$474K	Buy	+13,814	New	+$479K	0.03%	452
2020 Q3	–	Sell	-29,312	Closed	-$810K	–	486
2020 Q2	$810K	Buy	+29,312	New	+$767K	0.09%	201

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Integrated Advisors Network's SPDW Position: Q4 2022 in Review

Integrated Advisors Network sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2022, closing a stake of 8,110 shares — an estimated $209K sold.

Integrated Advisors Network first reported a position in SPDW in Q2 2020 and held it in 4 quarters. The position peaked at $810K in Q2 2020. 691 funds tracked by Wall St. Rank hold SPDW as of Q4 2022.

Integrated Advisors Network reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2022 after selling out during the quarter.
Integrated Advisors Network sold 8,110 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2022, an estimated $209K.
Integrated Advisors Network first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2020 and held it in 4 quarters.
Integrated Advisors Network's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $810K in Q2 2020.
691 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2022.

Based on Integrated Advisors Network's 13F filing for Q4 2022, filed 27 Jan 2023.