Laurel Wealth Advisors (California)’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$1.8M	Buy	60,537 +24,209	+67%	+$695K	0.18%	133
2022 Q3	$937K	Sell	36,328 -62,105	-63%	-$1.79M	0.1%	222
2022 Q2	$2.84M	Sell	98,433 -25,454	-21%	-$806K	0.29%	82
2022 Q1	$4.25M	Sell	123,887 -170,878	-58%	-$5.93M	0.35%	67
2021 Q4	$10.8M	Buy	+294,765	New	+$10.8M	0.83%	18
2021 Q3	–	Sell	-365,247	Closed	-$13.4M	–	501
2021 Q2	$13.4M	Buy	365,247 +331,554	+984%	+$12.3M	1.74%	6
2021 Q1	$1.19M	Buy	+33,693	New	+$1.18M	0.18%	135
2020 Q1	–	Sell	-54,238	Closed	-$1.7M	–	427
2019 Q4	$1.7M	Buy	+54,238	New	+$1.65M	0.29%	94

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Laurel Wealth Advisors (California)'s SPDW Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 67% in Q4 2022, buying an estimated $695K and bringing the position to 60,537 shares worth $1.8M. The position accounts for 0.18% of the portfolio, ranked #133.

Laurel Wealth Advisors (California) first reported a position in SPDW in Q4 2019 and has held it in 8 quarters since. The position peaked at $13.4M in Q2 2021. 691 funds tracked by Wall St. Rank hold SPDW as of Q4 2022.

Laurel Wealth Advisors (California) held 60,537 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.8M as of Q4 2022.
Laurel Wealth Advisors (California) bought 24,209 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2022, an estimated $695K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.18% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #133 holding.
Laurel Wealth Advisors (California) first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 8 quarters since.
Laurel Wealth Advisors (California)'s State Street SPDR Portfolio Developed World ex-US ETF position peaked at $13.4M in Q2 2021.
691 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.