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

MBE Wealth 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
2021 Q2	–	Sell	-22,545	Closed	-$797K	–	64
2021 Q1	$797K	Sell	22,545 -3,643	-14%	-$128K	0.43%	26
2020 Q4	$883K	Sell	26,188 -102	-0.4%	-$3.21K	0.6%	25
2020 Q3	$726K	Buy	26,290 +21	+0.1%	+$613	0.61%	24
2020 Q2	$725K	Sell	26,269 -1,314	-5%	-$34.4K	0.61%	24
2020 Q1	$660K	Sell	27,583 -4,020	-13%	-$115K	0.63%	19
2019 Q4	$990K	Buy	+31,603	New	+$962K	0.99%	16

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

SMM

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MBE Wealth Management's SPDW Position: Q2 2021 in Review

MBE Wealth Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2021, closing a stake of 22,545 shares — an estimated $797K sold.

MBE Wealth Management first reported a position in SPDW in Q4 2019 and held it in 6 quarters. The position peaked at $990K in Q4 2019. 559 funds tracked by Wall St. Rank hold SPDW as of Q2 2021.

MBE Wealth Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2021 after selling out during the quarter.
MBE Wealth Management sold 22,545 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2021, an estimated $797K.
MBE Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and held it in 6 quarters.
MBE Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $990K in Q4 2019.
559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2021.

Based on MBE Wealth Management's 13F filing for Q2 2021, filed 19 Jul 2021.