LMKC
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L.M. Kohn & Company’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

L.M. Kohn & Company’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 		– Sell
-15,860
Closed -$544K – 249
2022
Q1 		$544K Buy
+15,860
New +$550K 0.21% 119

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

L.M. Kohn & Company's SPDW Position: Q2 2022 in Review

L.M. Kohn & Company sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2022, closing a stake of 15,860 shares — an estimated $544K sold.

L.M. Kohn & Company first reported a position in SPDW in Q1 2022 and held it in 1 quarter. The position peaked at $544K in Q1 2022. 644 funds tracked by Wall St. Rank hold SPDW as of Q2 2022.

  • L.M. Kohn & Company reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2022 after selling out during the quarter.
  • L.M. Kohn & Company sold 15,860 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2022, an estimated $544K.
  • L.M. Kohn & Company first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2022 and held it in 1 quarter.
  • L.M. Kohn & Company's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $544K in Q1 2022.
  • 644 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2022.

Based on L.M. Kohn & Company's 13F filing for Q2 2022, filed 5 Aug 2022.