Lincoln National Corp’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Lincoln National Corp’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
2024 Q2	–	Sell	-7,928	Closed	-$284K	–	975
2024 Q1	$284K	Buy	7,928 +1,424	+22%	+$48.9K	﹤0.01%	991
2023 Q4	$221K	Sell	6,504 -198	-3%	-$6.29K	﹤0.01%	1006
2023 Q3	$208K	Sell	6,702 -243	-3%	-$7.85K	﹤0.01%	951
2023 Q2	$226K	Sell	6,945 -18	-0.3%	-$587	﹤0.01%	914
2023 Q1	$224K	Buy	+6,963	New	+$220K	﹤0.01%	879

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Lincoln National Corp's SPDW Position: Q2 2024 in Review

Lincoln National Corp sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2024, closing a stake of 7,928 shares — an estimated $284K sold.

Lincoln National Corp first reported a position in SPDW in Q1 2023 and held it in 5 quarters. The position peaked at $284K in Q1 2024. 875 funds tracked by Wall St. Rank hold SPDW as of Q2 2024.

Lincoln National Corp reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 7,928 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2024, an estimated $284K.
Lincoln National Corp first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2023 and held it in 5 quarters.
Lincoln National Corp's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $284K in Q1 2024.
875 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.