M&R Capital Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

M&R Capital Management’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 Q3	$60.5K	Buy	1,612 +760	+89%	+$27.4K	0.01%	230
2024 Q2	$29.9K	Buy	852 +447	+110%	+$15.9K	0.01%	265
2024 Q1	$14.5K	Hold	405	–	–	﹤0.01%	330
2023 Q4	$13.8K	Buy	405 +162	+67%	+$5.14K	﹤0.01%	366
2023 Q3	$7.54K	Sell	243 -1	-0.4%	-$32	﹤0.01%	418
2023 Q2	$7.94K	Hold	244	–	–	﹤0.01%	414
2023 Q1	$7.84K	Buy	+244	New	+$7.7K	﹤0.01%	401

Other funds holding SPDW

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

M&R Capital Management's SPDW Position: Q3 2024 in Review

M&R Capital Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 89% in Q3 2024, buying an estimated $27.4K and bringing the position to 1,612 shares worth $60.5K. The position accounts for 0.01% of the portfolio, ranked #230.

M&R Capital Management first reported a position in SPDW in Q1 2023 and has held it in 7 quarters since. 892 funds tracked by Wall St. Rank hold SPDW as of Q3 2024.

M&R Capital Management held 1,612 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $60.5K as of Q3 2024.
M&R Capital Management bought 760 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2024, an estimated $27.4K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of M&R Capital Management's portfolio in Q3 2024, its #230 holding.
M&R Capital Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2023 and has held it in 7 quarters since.
892 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.