JWM
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Jackson Wealth Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Jackson Wealth Management’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
2018
Q2 		– Sell
-60,148
Closed -$1.88M – 100
2018
Q1 		$1.88M Sell
60,148
-3,890
-6% -$125K 0.53% 51
2017
Q4 		$2.09M Buy
+64,038
New +$2M 0.53% 54

Other funds holding SPDW

SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
State Street
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
FU
Fairfield University Fairfield, Connecticut $247M AUM 20.25% 1-Year Est. Return

Jackson Wealth Management's SPDW Position: Q2 2018 in Review

Jackson Wealth Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2018, closing a stake of 60,148 shares — an estimated $1.88M sold.

Jackson Wealth Management first reported a position in SPDW in Q4 2017 and held it in 2 quarters. The position peaked at $2.09M in Q4 2017. 194 funds tracked by Wall St. Rank hold SPDW as of Q2 2018.

  • Jackson Wealth Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2018 after selling out during the quarter.
  • Jackson Wealth Management sold 60,148 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2018, an estimated $1.88M.
  • Jackson Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2017 and held it in 2 quarters.
  • Jackson Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.09M in Q4 2017.
  • 194 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2018.

Based on Jackson Wealth Management's 13F filing for Q2 2018, filed 8 Aug 2018.