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

Leo Brokerage’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
Q2 		$341K Hold
10,490
– – 0.04% 224
2023
Q1 		$337K Buy
+10,490
New +$331K 0.05% 216

Other funds holding SPDW

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Leo Brokerage's SPDW Position: Q2 2023 in Review

Leo Brokerage held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2023 at 10,490 shares worth $341K. The position accounts for 0.04% of the portfolio, ranked #224.

Leo Brokerage first reported a position in SPDW in Q1 2023 and has held it in 2 quarters since. 737 funds tracked by Wall St. Rank hold SPDW as of Q2 2023.

  • Leo Brokerage held 10,490 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $341K as of Q2 2023.
  • Leo Brokerage left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q2 2023.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.04% of Leo Brokerage's portfolio in Q2 2023, its #224 holding.
  • Leo Brokerage first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2023 and has held it in 2 quarters since.
  • 737 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.