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

Lucia Wealth Services’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
2020
Q3 		$2.63M Sell
89,968
-14,117
-14% -$412K 0.62% 32
2020
Q2 		$2.88M Buy
104,085
+53,398
+105% +$1.4M 0.76% 30
2020
Q1 		$1.21M Buy
50,687
+39,660
+360% +$1.14M 0.4% 44
2019
Q4 		$346K Buy
+11,027
New +$336K 0.11% 100

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Lucia Wealth Services's SPDW Position: Q3 2020 in Review

Lucia Wealth Services reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 14% in Q3 2020, selling an estimated $412K and leaving 89,968 shares worth $2.63M. The position accounts for 0.62% of the portfolio, ranked #32.

Lucia Wealth Services first reported a position in SPDW in Q4 2019 and has held it in 4 quarters since. The position peaked at $2.88M in Q2 2020. 416 funds tracked by Wall St. Rank hold SPDW as of Q3 2020.

  • Lucia Wealth Services held 89,968 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.63M as of Q3 2020.
  • Lucia Wealth Services sold 14,117 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2020, an estimated $412K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.62% of Lucia Wealth Services's portfolio in Q3 2020, its #32 holding.
  • Lucia Wealth Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 4 quarters since.
  • Lucia Wealth Services's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.88M in Q2 2020.
  • 416 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.