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

Juncture 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
2018
Q3 		– Sell
-11,893
Closed -$362K – 113
2018
Q2 		$362K Buy
+11,893
New +$376K 0.19% 84

Other funds holding SPDW

SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $11.7B AUM 21.33% 1-Year Est. Return
FU
Fairfield University Fairfield, Connecticut $200M AUM 15.03% 1-Year Est. Return

Juncture Wealth Strategies's SPDW Position: Q3 2018 in Review

Juncture Wealth Strategies sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2018, closing a stake of 11,893 shares — an estimated $362K sold.

Juncture Wealth Strategies first reported a position in SPDW in Q2 2018 and held it in 1 quarter. The position peaked at $362K in Q2 2018. 211 funds tracked by Wall St. Rank hold SPDW as of Q3 2018.

  • Juncture Wealth Strategies reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2018 after selling out during the quarter.
  • Juncture Wealth Strategies sold 11,893 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2018, an estimated $362K.
  • Juncture Wealth Strategies first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2018 and held it in 1 quarter.
  • Juncture Wealth Strategies's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $362K in Q2 2018.
  • 211 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2018.

Based on Juncture Wealth Strategies's 13F filing for Q3 2018, filed 3 Oct 2018.