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Napa Wealth Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Napa Wealth Management’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
-16,532
Closed -$580K – 178
2024
Q2 		$580K Buy
+16,532
New +$588K 0.39% 66

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AF
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AOI
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TIAA Trust, National Association
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Carson Wealth (CWM LLC)
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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

Napa Wealth Management's SPDW Position: Q3 2024 in Review

Napa Wealth Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2024, closing a stake of 16,532 shares — an estimated $580K sold.

Napa Wealth Management first reported a position in SPDW in Q2 2024 and held it in 1 quarter. The position peaked at $580K in Q2 2024. 888 funds tracked by Wall St. Rank hold SPDW as of Q3 2024.

  • Napa Wealth Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2024 after selling out during the quarter.
  • Napa Wealth Management sold 16,532 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2024, an estimated $580K.
  • Napa Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2024 and held it in 1 quarter.
  • Napa Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $580K in Q2 2024.
  • 888 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2024.

Based on Napa Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.