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

Lake Point 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	$6K	Hold	218	–	–	﹤0.01%	215
2022 Q1	$7K	Hold	218	–	–	﹤0.01%	213
2021 Q4	$8K	Hold	218	–	–	﹤0.01%	202
2021 Q3	$8K	Hold	218	–	–	﹤0.01%	190
2021 Q2	$8K	Buy	+218	New	+$8.09K	﹤0.01%	202
2020 Q1	$5K	Hold	218	–	–	﹤0.01%	166
2019 Q4	$7K	Buy	+218	New	+$6.64K	﹤0.01%	317
2019 Q2	$152K	Hold	5,148	–	–	0.05%	53
2019 Q1	$152K	Sell	5,148 -110,467	-96%	-$3.15M	0.05%	53
2018 Q4	$3.06M	Buy	+115,615	New	+$3.26M	1.14%	23

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 $3.37T AUM 44.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lake Point Wealth Management's SPDW Position: Q2 2022 in Review

Lake Point Wealth Management held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2022 at 218 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

Lake Point Wealth Management first reported a position in SPDW in Q4 2018 and has held it in 10 quarters since. The position peaked at $3.06M in Q4 2018. 644 funds tracked by Wall St. Rank hold SPDW as of Q2 2022.

Lake Point Wealth Management held 218 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $6K as of Q2 2022.
Lake Point Wealth Management left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q2 2022.
State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #215 holding.
Lake Point Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $3.06M in Q4 2018.
644 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.