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Lake Street Advisors Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Lake Street Advisors Group’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
Q4 		$13.7M Sell
402,085
-82,252
-17% -$2.95M 0.63% 31
2024
Q3 		$18.2M Hold
484,337
– – 0.84% 25
2024
Q2 		$17M Sell
484,337
-15,815
-3% -$563K 0.82% 26
2024
Q1 		$17.9M Hold
500,152
– – 0.84% 27
2023
Q4 		$17M Sell
500,152
-25,406
-5% -$806K 0.85% 25
2023
Q3 		$16.3M Sell
525,558
-40,732
-7% -$1.32M 0.97% 26
2023
Q2 		$18.4M Sell
566,290
-8,799
-2% -$287K 1.02% 26
2023
Q1 		$18.5M Sell
575,089
-5,469
-0.9% -$173K 1.14% 22
2022
Q4 		$17.2M Buy
580,558
+4,150
+0.7% +$119K 1.14% 24
2022
Q3 		$14.9M Sell
576,408
-8,480
-1% -$244K 1.08% 22
2022
Q2 		$16.9M Buy
584,888
+3,685
+0.6% +$117K 1.2% 21
2022
Q1 		$19.9M Hold
581,203
– – 1.27% 19
2021
Q4 		$21.2M Buy
581,203
+24,761
+4% +$911K 1.34% 19
2021
Q3 		$20.1M Sell
556,442
-1,650
-0.3% -$61.3K 2.16% 12
2021
Q2 		$20.9M Sell
558,092
-3,305
-0.6% -$123K 1.54% 16
2021
Q1 		$19.9M Sell
561,397
-11,256
-2% -$395K 1.61% 16
2020
Q4 		$19.3M Buy
572,653
+4,650
+0.8% +$147K 1.6% 15
2020
Q3 		$16.6M Sell
568,003
-4,325
-0.8% -$126K 1.57% 15
2020
Q2 		$15.8M Sell
572,328
-60,470
-10% -$1.58M 1.6% 15
2020
Q1 		$15.1M Buy
+632,798
New +$18.1M 1.88% 13

Other funds holding SPDW

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lake Street Advisors Group's SPDW Position: Q4 2024 in Review

Lake Street Advisors Group reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 17% in Q4 2024, selling an estimated $2.95M and leaving 402,085 shares worth $13.7M. The position accounts for 0.63% of the portfolio, ranked #31.

Lake Street Advisors Group first reported a position in SPDW in Q1 2020 and has held it in 20 quarters since. The position peaked at $21.2M in Q4 2021. 969 funds tracked by Wall St. Rank hold SPDW as of Q4 2024.

  • Lake Street Advisors Group held 402,085 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $13.7M as of Q4 2024.
  • Lake Street Advisors Group sold 82,252 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2024, an estimated $2.95M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.63% of Lake Street Advisors Group's portfolio in Q4 2024, its #31 holding.
  • Lake Street Advisors Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2020 and has held it in 20 quarters since.
  • Lake Street Advisors Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $21.2M in Q4 2021.
  • 969 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.