NWM
SPDW icon

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

NEIRG 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
2023
Q3 		– Sell
-150,319
Closed -$4.89M – 106
2023
Q2 		$4.89M Buy
150,319
+27,052
+22% +$883K 0.9% 29
2023
Q1 		$3.96M Sell
123,267
-2,428
-2% -$76.6K 0.69% 42
2022
Q4 		$3.73M Sell
125,695
-26,925
-18% -$773K 0.7% 42
2022
Q3 		$3.94M Buy
152,620
+5,599
+4% +$161K 0.79% 34
2022
Q2 		$4.24M Buy
147,021
+3,430
+2% +$109K 0.93% 30
2022
Q1 		$4.92M Buy
143,591
+15,264
+12% +$530K 0.96% 28
2021
Q4 		$4.68M Buy
+128,327
New +$4.72M 0.9% 33

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return