Macroview Investment Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Macroview Investment 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
2023 Q3	–	Sell	-948	Closed	-$30.8K	–	863
2023 Q2	$30.8K	Buy	948 +17	+2%	+$555	0.05%	106
2023 Q1	$29.9K	Hold	931	–	–	0.05%	109
2022 Q4	$27.6K	Buy	931 +11	+1%	+$316	0.05%	117
2022 Q3	$24K	Hold	920	–	–	0.04%	110
2022 Q2	$27K	Buy	920 +17	+2%	+$538	0.04%	116
2022 Q1	$31K	Hold	903	–	–	0.04%	116
2021 Q4	$33K	Buy	903 +15	+2%	+$552	0.04%	114
2021 Q3	$32K	Hold	888	–	–	0.04%	114
2021 Q2	$33K	Buy	888 +12	+1%	+$445	0.04%	117
2021 Q1	$31K	Hold	876	–	–	0.04%	112
2020 Q4	$30K	Buy	876 +8	+0.9%	+$252	0.04%	109
2020 Q3	$25K	Sell	868 -18	-2%	-$526	0.04%	106
2020 Q2	$24K	Buy	886 +10	+1%	+$262	0.05%	99
2020 Q1	$21K	Hold	876	–	–	0.04%	96
2019 Q4	$27K	Buy	+876	New	+$26.7K	0.06%	95

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

Macroview Investment Management's SPDW Position: Q3 2023 in Review

Macroview Investment Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2023, closing a stake of 948 shares — an estimated $30.8K sold.

Macroview Investment Management first reported a position in SPDW in Q4 2019 and held it in 15 quarters. The position peaked at $33K in Q4 2021. 757 funds tracked by Wall St. Rank hold SPDW as of Q3 2023.

Macroview Investment Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2023 after selling out during the quarter.
Macroview Investment Management sold 948 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2023, an estimated $30.8K.
Macroview Investment Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and held it in 15 quarters.
Macroview Investment Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $33K in Q4 2021.
757 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2023.

Based on Macroview Investment Management's 13F filing for Q3 2023, filed 26 Oct 2023.