Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Kovitz Investment Group Partners’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
2024
Q2 		– Sell
-6,686
Closed -$240K – 834
2024
Q1 		$240K Sell
6,686
-152
-2% -$5.22K ﹤0.01% 610
2023
Q4 		$233K Sell
6,838
-848
-11% -$26.9K ﹤0.01% 386
2023
Q3 		$238K Sell
7,686
-6,798
-47% -$220K ﹤0.01% 371
2023
Q2 		$471K Buy
14,484
+239
+2% +$7.8K 0.01% 343
2023
Q1 		$458K Buy
+14,245
New +$450K 0.01% 351

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 $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kovitz Investment Group Partners's SPDW Position: Q2 2024 in Review

Kovitz Investment Group Partners sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2024, closing a stake of 6,686 shares — an estimated $240K sold.

Kovitz Investment Group Partners first reported a position in SPDW in Q1 2023 and held it in 5 quarters. The position peaked at $471K in Q2 2023. 875 funds tracked by Wall St. Rank hold SPDW as of Q2 2024.

  • Kovitz Investment Group Partners reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 6,686 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2024, an estimated $240K.
  • Kovitz Investment Group Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2023 and held it in 5 quarters.
  • Kovitz Investment Group Partners's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $471K in Q2 2023.
  • 875 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2024, filed 14 Aug 2024.