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

Legacy Wealth Partners (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
2021 Q2	$3.35M	Buy	91,132 +3,885	+4%	+$144K	1.86%	13
2021 Q1	$3.08M	Buy	87,247 +4,861	+6%	+$170K	1.81%	13
2020 Q4	$2.78M	Sell	82,386 -2,615	-3%	-$82.4K	1.75%	14
2020 Q3	$2.49M	Sell	85,001 -14,068	-14%	-$411K	1.76%	13
2020 Q2	$2.74M	Buy	99,069 +33,698	+52%	+$882K	2.07%	12
2020 Q1	$1.56M	Sell	65,371 -21,220	-25%	-$607K	1.46%	21
2019 Q4	$2.71M	Buy	+86,591	New	+$2.64M	1.98%	15

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

SMM

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

SEIA

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

Legacy Wealth Partners (California)'s SPDW Position: Q2 2021 in Review

Legacy Wealth Partners (California) increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 4.5% in Q2 2021, buying an estimated $144K and bringing the position to 91,132 shares worth $3.35M. The position accounts for 1.86% of the portfolio, ranked #13.

Legacy Wealth Partners (California) first reported a position in SPDW in Q4 2019 and has held it in 7 quarters since. 559 funds tracked by Wall St. Rank hold SPDW as of Q2 2021.

Legacy Wealth Partners (California) held 91,132 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.35M as of Q2 2021.
Legacy Wealth Partners (California) bought 3,885 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2021, an estimated $144K.
State Street SPDR Portfolio Developed World ex-US ETF made up 1.86% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #13 holding.
Legacy Wealth Partners (California) first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 7 quarters since.
559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.