New England Investment & Retirement Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

New England Investment & Retirement Group’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 Q3	$4.2M	Buy	115,972 +9,149	+9%	+$340K	0.97%	30
2021 Q2	$3.93M	Buy	106,823 +11,927	+13%	+$442K	0.85%	34
2021 Q1	$3.36M	Buy	94,896 +4,253	+5%	+$149K	0.81%	32
2020 Q4	$3.06M	Buy	90,643 +220	+0.2%	+$6.93K	0.71%	32
2020 Q3	$2.65M	Buy	90,423 +5,152	+6%	+$150K	0.67%	33
2020 Q2	$2.35M	Buy	85,271 +13,061	+18%	+$342K	0.59%	35
2020 Q1	$1.73M	Sell	72,210 -895	-1%	-$25.6K	0.74%	23
2019 Q4	$2.29M	Buy	73,105 +2,924	+4%	+$89K	0.79%	28
2019 Q3	$2.06M	Buy	+70,181	New	+$2.04M	0.86%	23

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

New England Investment & Retirement Group's SPDW Position: Q3 2021 in Review

New England Investment & Retirement Group increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 8.6% in Q3 2021, buying an estimated $340K and bringing the position to 115,972 shares worth $4.2M. The position accounts for 0.97% of the portfolio, ranked #30.

New England Investment & Retirement Group first reported a position in SPDW in Q3 2019 and has held it in 9 quarters since. 549 funds tracked by Wall St. Rank hold SPDW as of Q3 2021.

New England Investment & Retirement Group held 115,972 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $4.2M as of Q3 2021.
New England Investment & Retirement Group bought 9,149 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2021, an estimated $340K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.97% of New England Investment & Retirement Group's portfolio in Q3 2021, its #30 holding.
New England Investment & Retirement Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2019 and has held it in 9 quarters since.
549 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2021.

Based on New England Investment & Retirement Group's 13F filing for Q3 2021, filed 28 Oct 2021.