Lowe Wealth Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Lowe Wealth Advisors’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 Q3	–	Sell	-49	Closed	-$1.59K	–	354
2023 Q2	$1.59K	Hold	49	–	–	﹤0.01%	306
2023 Q1	$1.57K	Hold	49	–	–	﹤0.01%	300
2022 Q4	$1.46K	Hold	49	–	–	﹤0.01%	304
2022 Q3	$1K	Hold	49	–	–	﹤0.01%	324
2022 Q2	$1K	Hold	49	–	–	﹤0.01%	306
2022 Q1	$2K	Hold	49	–	–	﹤0.01%	293
2021 Q4	$2K	Hold	49	–	–	﹤0.01%	276
2021 Q3	$2K	Hold	49	–	–	﹤0.01%	261
2021 Q2	$2K	Hold	49	–	–	﹤0.01%	254
2021 Q1	$2K	Hold	49	–	–	﹤0.01%	253
2020 Q4	$2K	Hold	49	–	–	﹤0.01%	243
2020 Q3	$1K	Hold	49	–	–	﹤0.01%	254
2020 Q2	$1K	Hold	49	–	–	﹤0.01%	253
2020 Q1	$1K	Buy	+49	New	+$1.4K	﹤0.01%	283

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

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

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

SMM

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

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

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

Lowe Wealth Advisors's SPDW Position: Q3 2023 in Review

Lowe Wealth Advisors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2023, closing a stake of 49 shares — an estimated $1.59K sold.

Lowe Wealth Advisors first reported a position in SPDW in Q1 2020 and held it in 14 quarters. The position peaked at $2K in Q1 2022. 757 funds tracked by Wall St. Rank hold SPDW as of Q3 2023.

Lowe Wealth Advisors reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2023 after selling out during the quarter.
Lowe Wealth Advisors sold 49 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2023, an estimated $1.59K.
Lowe Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2020 and held it in 14 quarters.
Lowe Wealth Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2K in Q1 2022.
757 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2023.

Based on Lowe Wealth Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.