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

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TAIM

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

BWM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Measured Wealth Private Client Group's SPDW Position: Q1 2020 in Review

Measured Wealth Private Client Group sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2020, closing a stake of 6,404 shares — an estimated $201K sold.

Measured Wealth Private Client Group first reported a position in SPDW in Q3 2018 and held it in 6 quarters. The position peaked at $677K in Q2 2019. 395 funds tracked by Wall St. Rank hold SPDW as of Q1 2020.

Measured Wealth Private Client Group reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2020 after selling out during the quarter.
Measured Wealth Private Client Group sold 6,404 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2020, an estimated $201K.
Measured Wealth Private Client Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2018 and held it in 6 quarters.
Measured Wealth Private Client Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $677K in Q2 2019.
395 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2020.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2020, filed 22 Apr 2020.