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

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

SMM

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

NEIRG Wealth Management's SPDW Position: Q3 2023 in Review

NEIRG Wealth Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2023, closing a stake of 150,319 shares — an estimated $4.89M sold.

NEIRG Wealth Management first reported a position in SPDW in Q4 2021 and held it in 7 quarters. The position peaked at $4.92M in Q1 2022. 756 funds tracked by Wall St. Rank hold SPDW as of Q3 2023.

NEIRG Wealth Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 150,319 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2023, an estimated $4.89M.
NEIRG Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and held it in 7 quarters.
NEIRG Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $4.92M in Q1 2022.
756 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.