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Moneywise Inc’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Moneywise Inc’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
Q1 		– Sell
-7,542
Closed -$257K – 64
2023
Q4 		$257K Sell
7,542
-573
-7% -$18.2K 0.15% 48
2023
Q3 		$252K Buy
8,115
+131
+2% +$4.23K 0.16% 45
2023
Q2 		$260K Buy
7,984
+102
+1% +$3.33K 0.16% 44
2023
Q1 		$253K Buy
7,882
+101
+1% +$3.19K 0.16% 45
2022
Q4 		$231K Buy
+7,781
New +$223K 0.17% 44
2022
Q3 		– Sell
-7,655
Closed -$221K – 51
2022
Q2 		$221K Buy
7,655
+818
+12% +$25.9K 0.17% 45
2022
Q1 		$234K Buy
6,837
+2
+0% +$69 0.15% 48
2021
Q4 		$249K Buy
6,835
+49
+0.7% +$1.8K 0.16% 46
2021
Q3 		$246K Buy
6,786
+30
+0.4% +$1.11K 0.16% 45
2021
Q2 		$249K Buy
6,756
+157
+2% +$5.82K 0.17% 44
2021
Q1 		$233K Sell
6,599
-831
-11% -$29.1K 0.16% 46
2020
Q4 		$251K Buy
7,430
+70
+1% +$2.21K 0.18% 42
2020
Q3 		$215K Hold
7,360
– – 0.17% 42
2020
Q2 		$203K Buy
+7,360
New +$193K 0.16% 41

Other funds holding SPDW

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Moneywise Inc's SPDW Position: Q1 2024 in Review

Moneywise Inc sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2024, closing a stake of 7,542 shares — an estimated $257K sold.

Moneywise Inc first reported a position in SPDW in Q2 2020 and held it in 14 quarters. The position peaked at $260K in Q2 2023. 850 funds tracked by Wall St. Rank hold SPDW as of Q1 2024.

  • Moneywise Inc reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2024 after selling out during the quarter.
  • Moneywise Inc sold 7,542 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2024, an estimated $257K.
  • Moneywise Inc first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2020 and held it in 14 quarters.
  • Moneywise Inc's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $260K in Q2 2023.
  • 850 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2024.

Based on Moneywise Inc's 13F filing for Q1 2024, filed 22 Apr 2024.