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My Legacy Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

My Legacy 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
Q2 		– Sell
-13,211
Closed -$473K – 217
2024
Q1 		$473K Sell
13,211
-2,651
-17% -$91.1K 0.16% 153
2023
Q4 		$534K Buy
15,862
+170
+1% +$5.4K 0.19% 143
2023
Q3 		$473K Buy
15,692
+877
+6% +$28.3K 0.19% 144
2023
Q2 		$496K Buy
14,815
+1,838
+14% +$60K 0.2% 148
2023
Q1 		$419K Buy
12,977
+3,621
+39% +$114K 0.18% 156
2022
Q4 		$303K Buy
+9,356
New +$269K 0.13% 180

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

My Legacy Advisors's SPDW Position: Q2 2024 in Review

My Legacy Advisors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2024, closing a stake of 13,211 shares — an estimated $473K sold.

My Legacy Advisors first reported a position in SPDW in Q4 2022 and held it in 6 quarters. The position peaked at $534K in Q4 2023. 875 funds tracked by Wall St. Rank hold SPDW as of Q2 2024.

  • My Legacy Advisors reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2024 after selling out during the quarter.
  • My Legacy Advisors sold 13,211 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2024, an estimated $473K.
  • My Legacy Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and held it in 6 quarters.
  • My Legacy Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $534K in Q4 2023.
  • 875 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2024.

Based on My Legacy Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.