Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-2,246
Closed -$69.6K – 439
2023
Q3 		$69.6K Buy
+2,246
New +$72.5K 0.02% 157
2021
Q2 		– Sell
-12,450
Closed -$440K – 68
2021
Q1 		$440K Sell
12,450
-4,972
-29% -$174K 0.15% 53
2020
Q4 		$588K Buy
+17,422
New +$549K 0.23% 46

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AF
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LPL Financial
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TIAA Trust, National Association
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SMM
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Legacy Financial Group (Iowa)'s SPDW Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2023, closing a stake of 2,246 shares — an estimated $69.6K sold.

Legacy Financial Group (Iowa) first reported a position in SPDW in Q4 2020 and held it in 3 quarters. The position peaked at $588K in Q4 2020. 842 funds tracked by Wall St. Rank hold SPDW as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 2,246 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2023, an estimated $69.6K.
  • Legacy Financial Group (Iowa) first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and held it in 3 quarters.
  • Legacy Financial Group (Iowa)'s State Street SPDR Portfolio Developed World ex-US ETF position peaked at $588K in Q4 2020.
  • 842 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.