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

KerberRose 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
2022 Q2	$1.04M	Buy	+36,053	New	+$1.14M	0.85%	29

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

KerberRose Wealth Management's SPDW Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2022: 36,053 shares worth $1.04M. The stake represents 0.85% of the portfolio and ranks #29 among its holdings.

644 funds tracked by Wall St. Rank hold SPDW as of Q2 2022.

KerberRose Wealth Management held 36,053 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.04M as of Q2 2022.
State Street SPDR Portfolio Developed World ex-US ETF was a new KerberRose Wealth Management position in Q2 2022.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.85% of KerberRose Wealth Management's portfolio in Q2 2022, its #29 holding.
644 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.