Measured Wealth Private Client Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Measured Wealth Private Client Group’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 Q1	–	Sell	-6,404	Closed	-$201K	–	116
2019 Q4	$201K	Sell	6,404 -393	-6%	-$12K	0.13%	96
2019 Q3	$200K	Sell	6,797 -16,095	-70%	-$467K	0.13%	118
2019 Q2	$677K	Buy	22,892 +8,298	+57%	+$244K	0.39%	47
2019 Q1	$426K	Buy	14,594 +5,916	+68%	+$169K	0.26%	77
2018 Q4	$230K	Buy	8,678 +3,213	+59%	+$90.6K	0.21%	86
2018 Q3	$168K	Buy	+5,465	New	+$167K	0.1%	162

Other funds holding SPDW

Creative Planning

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

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

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

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