Lee Financial’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Lee Financial’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
2023 Q3	–	Sell	-326	Closed	-$10.6K	–	853
2023 Q2	$10.6K	Buy	326 +6	+2%	+$196	﹤0.01%	399
2023 Q1	$10.3K	Sell	320 -106	-25%	-$3.35K	﹤0.01%	413
2022 Q4	$12.6K	Buy	426 +5	+1%	+$144	﹤0.01%	420
2022 Q3	$11K	Hold	421	–	–	﹤0.01%	422
2022 Q2	$12K	Buy	421 +8	+2%	+$253	﹤0.01%	426
2022 Q1	$14K	Hold	413	–	–	﹤0.01%	393
2021 Q4	$15K	Buy	413 +2	+0.5%	+$74	﹤0.01%	423
2021 Q3	$15K	Hold	411	–	–	﹤0.01%	374
2021 Q2	$15K	Buy	+411	New	+$15.2K	﹤0.01%	363

Other funds holding SPDW

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SMM

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Lee Financial's SPDW Position: Q3 2023 in Review

Lee Financial sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2023, closing a stake of 326 shares — an estimated $10.6K sold.

Lee Financial first reported a position in SPDW in Q2 2021 and held it in 9 quarters. The position peaked at $15K in Q4 2021. 757 funds tracked by Wall St. Rank hold SPDW as of Q3 2023.

Lee Financial reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2023 after selling out during the quarter.
Lee Financial sold 326 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2023, an estimated $10.6K.
Lee Financial first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2021 and held it in 9 quarters.
Lee Financial's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $15K in Q4 2021.
757 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2023.

Based on Lee Financial's 13F filing for Q3 2023, filed 9 Nov 2023.