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JP Morgan Private Wealth Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

JP Morgan Private Wealth Advisors’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
2023
Q3 		$4.03M Sell
129,954
-407
-0.3% -$13.1K 0.01% 544
2023
Q2 		$4.24M Sell
130,361
-16,056
-11% -$524K 0.02% 370
2023
Q1 		$4.7M Buy
146,417
+13,022
+10% +$411K 0.01% 601
2022
Q4 		$3.96M Sell
133,395
-9,322
-7% -$268K 0.01% 635
2022
Q3 		$3.68M Buy
142,717
+2,910
+2% +$83.9K 0.01% 635
2022
Q2 		$4.03M Sell
139,807
-6,446
-4% -$204K 0.01% 633
2022
Q1 		$5.01M Buy
146,253
+3,097
+2% +$107K 0.01% 612
2021
Q4 		$5.22M Buy
143,156
+1,025
+0.7% +$37.7K 0.01% 598
2021
Q3 		$5.15M Sell
142,131
-17,734
-11% -$658K 0.01% 589
2021
Q2 		$5.88M Buy
159,865
+8,111
+5% +$301K 0.02% 547
2021
Q1 		$5.37M Buy
151,754
+29,998
+25% +$1.05M 0.02% 495
2020
Q4 		$4.11M Buy
121,756
+321
+0.3% +$10.1K 0.01% 535
2020
Q3 		$3.55M Buy
121,435
+22,953
+23% +$670K 0.01% 513
2020
Q2 		$2.72M Sell
98,482
-1,782
-2% -$46.6K 0.01% 507
2020
Q1 		$2.4M Sell
100,264
-7,342
-7% -$210K 0.01% 500
2019
Q4 		$3.37M Buy
107,606
+2,939
+3% +$89.5K 0.02% 510
2019
Q3 		$3.07M Sell
104,667
-12,362
-11% -$359K 0.02% 506
2019
Q2 		$3.46M Sell
117,029
-1,073
-0.9% -$31.6K 0.02% 471
2019
Q1 		$3.45M Sell
118,102
-1,482
-1% -$42.2K 0.02% 491
2018
Q4 		$3.16M Buy
119,584
+41,644
+53% +$1.17M 0.02% 464
2018
Q3 		$2.4M Sell
77,940
-964
-1% -$29.4K 0.01% 586
2018
Q2 		$2.4M Buy
+78,904
New +$2.49M 0.01% 563

Other funds holding SPDW

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SPDW Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.31% in Q3 2023, selling an estimated $13.1K and leaving 129,954 shares worth $4.03M. The position accounts for 0.01% of the portfolio, ranked #544.

JP Morgan Private Wealth Advisors first reported a position in SPDW in Q2 2018 and has held it in 22 quarters since. The position peaked at $5.88M in Q2 2021. 757 funds tracked by Wall St. Rank hold SPDW as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 129,954 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $4.03M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 407 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2023, an estimated $13.1K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #544 holding.
  • JP Morgan Private Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2018 and has held it in 22 quarters since.
  • JP Morgan Private Wealth Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $5.88M in Q2 2021.
  • 757 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.