MPS Loria Financial Planners’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

MPS Loria Financial Planners’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	-3,822	Closed	-$135K	–	493
2021 Q1	$135K	Sell	3,822 -146	-4%	-$5.12K	0.06%	99
2020 Q4	$135K	Hold	3,968	–	–	0.06%	100
2020 Q3	$116K	Sell	3,968 -124	-3%	-$3.62K	0.06%	97
2020 Q2	$113K	Buy	+4,092	New	+$107K	0.06%	92
2017 Q3	–	Sell	-3,970	Closed	-$117K	–	290
2017 Q2	$117K	Buy	+3,970	New	+$114K	0.08%	104

Other funds holding SPDW

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

SMM

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

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

MPS Loria Financial Planners's SPDW Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2021, closing a stake of 3,822 shares — an estimated $135K sold.

MPS Loria Financial Planners first reported a position in SPDW in Q2 2017 and held it in 5 quarters. The position peaked at $135K in Q1 2021. 558 funds tracked by Wall St. Rank hold SPDW as of Q2 2021.

MPS Loria Financial Planners reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 3,822 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2021, an estimated $135K.
MPS Loria Financial Planners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $135K in Q1 2021.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.