LeJeune Puetz Investment Counsel’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

LeJeune Puetz Investment Counsel’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 Q1	$137K	Hold	4,250	–	–	0.05%	184
2022 Q4	$126K	Hold	4,250	–	–	0.05%	184
2022 Q3	$110K	Hold	4,250	–	–	0.05%	187
2022 Q2	$122K	Hold	4,250	–	–	0.05%	181
2022 Q1	$145K	Hold	4,250	–	–	0.05%	175
2021 Q4	$155K	Hold	4,250	–	–	0.05%	177
2021 Q3	$154K	Hold	4,250	–	–	0.06%	170
2021 Q2	$156K	Hold	4,250	–	–	0.06%	173
2021 Q1	$150K	Hold	4,250	–	–	0.06%	172
2020 Q4	$143K	Hold	4,250	–	–	0.06%	168
2020 Q3	$124K	Hold	4,250	–	–	0.06%	162
2020 Q2	$117K	Hold	4,250	–	–	0.06%	158
2020 Q1	$102K	Buy	+4,250	New	+$122K	0.06%	165

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

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

SMM

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

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

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

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

LeJeune Puetz Investment Counsel's SPDW Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q1 2023 at 4,250 shares worth $137K. The position accounts for 0.05% of the portfolio, ranked #184.

LeJeune Puetz Investment Counsel first reported a position in SPDW in Q1 2020 and has held it in 13 quarters since. The position peaked at $156K in Q2 2021. 710 funds tracked by Wall St. Rank hold SPDW as of Q1 2023.

LeJeune Puetz Investment Counsel held 4,250 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $137K as of Q1 2023.
LeJeune Puetz Investment Counsel left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q1 2023.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.05% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #184 holding.
LeJeune Puetz Investment Counsel first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2020 and has held it in 13 quarters since.
LeJeune Puetz Investment Counsel's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $156K in Q2 2021.
710 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.