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

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

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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