Kings Point Capital Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Kings Point Capital 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
2019 Q1	–	Sell	-1,300	Closed	-$34K	–	365
2018 Q4	$34K	Hold	1,300	–	–	0.01%	259
2018 Q3	$40K	Hold	1,300	–	–	0.01%	264
2018 Q2	$40K	Hold	1,300	–	–	0.01%	263
2018 Q1	$41K	Hold	1,300	–	–	0.01%	258
2017 Q4	$41K	Buy	+1,300	New	+$40.5K	0.01%	251

Other funds holding SPDW

SMM

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

CAW

Cornerstone Advisors (Washington) Bellevue, Washington $936M AUM 8.77% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

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

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Kings Point Capital Management's SPDW Position: Q1 2019 in Review

Kings Point Capital Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2019, closing a stake of 1,300 shares — an estimated $34K sold.

Kings Point Capital Management first reported a position in SPDW in Q4 2017 and held it in 5 quarters. The position peaked at $41K in Q1 2018. 298 funds tracked by Wall St. Rank hold SPDW as of Q1 2019.

Kings Point Capital Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2019 after selling out during the quarter.
Kings Point Capital Management sold 1,300 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2019, an estimated $34K.
Kings Point Capital Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2017 and held it in 5 quarters.
Kings Point Capital Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $41K in Q1 2018.
298 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2019.

Based on Kings Point Capital Management's 13F filing for Q1 2019, filed 15 May 2019.