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Mountain Capital Investment Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Mountain Capital Investment Advisors’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
Q3 		– Sell
-5,954
Closed -$216K – 67
2024
Q2 		$216K Hold
5,954
– – 0.05% 44
2024
Q1 		$213K Sell
5,954
-1
-0% -$34 0.06% 42
2023
Q4 		$201K Buy
+5,955
New +$189K 0.07% 60
2022
Q1 		– Sell
-5,954
Closed -$217K – 115
2021
Q4 		$217K Buy
+5,954
New +$219K 0.1% 115

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mountain Capital Investment Advisors's SPDW Position: Q3 2024 in Review

Mountain Capital Investment Advisors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2024, closing a stake of 5,954 shares — an estimated $216K sold.

Mountain Capital Investment Advisors first reported a position in SPDW in Q4 2021 and held it in 4 quarters. The position peaked at $217K in Q4 2021. 888 funds tracked by Wall St. Rank hold SPDW as of Q3 2024.

  • Mountain Capital Investment Advisors reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2024 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 5,954 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2024, an estimated $216K.
  • Mountain Capital Investment Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and held it in 4 quarters.
  • Mountain Capital Investment Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $217K in Q4 2021.
  • 888 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2024.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.