LRPA
SPDW icon

L. Roy Papp & Associates’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

L. Roy Papp & Associates’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
2015
Q2 		– Sell
-9,000
Closed -$254K – 149
2015
Q1 		$254K Hold
9,000
– – 0.06% 134
2014
Q4 		$242K Hold
9,000
– – 0.05% 136
2014
Q3 		$255K Hold
9,000
– – 0.06% 129
2014
Q2 		$272K Hold
9,000
– – 0.06% 128
2014
Q1 		$265K Hold
9,000
– – 0.06% 125
2013
Q4 		$264K Hold
9,000
– – 0.06% 130
2013
Q3 		$252K Hold
9,000
– – 0.06% 130
2013
Q2 		$226K Buy
+9,000
New +$239K 0.06% 130

Other funds holding SPDW

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
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return