Newbridge Financial Services Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Newbridge Financial Services 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
2023 Q1	–	Sell	-176	Closed	-$5.23K	–	1473
2022 Q4	$5.23K	Buy	176 +2	+1%	+$57	﹤0.01%	1057
2022 Q3	$4K	Hold	174	–	–	﹤0.01%	1100
2022 Q2	$5K	Sell	174 -330	-65%	-$10.4K	﹤0.01%	1024
2022 Q1	$17K	Sell	504 -213	-30%	-$7.39K	0.01%	778
2021 Q4	$26K	Sell	717 -71	-9%	-$2.61K	0.01%	646
2021 Q3	$29K	Buy	788 +144	+22%	+$5.35K	0.02%	565
2021 Q2	$24K	Sell	644 -23	-3%	-$853	0.01%	722
2021 Q1	$24K	Buy	667 +213	+47%	+$7.47K	0.02%	645
2020 Q4	$15K	Buy	454 +8	+2%	+$252	0.01%	617
2020 Q3	$13K	Buy	+446	New	+$13K	0.01%	617

Other funds holding SPDW

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

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

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

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 FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

SMM

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Newbridge Financial Services Group's SPDW Position: Q1 2023 in Review

Newbridge Financial Services Group sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2023, closing a stake of 176 shares — an estimated $5.23K sold.

Newbridge Financial Services Group first reported a position in SPDW in Q3 2020 and held it in 10 quarters. The position peaked at $29K in Q3 2021. 710 funds tracked by Wall St. Rank hold SPDW as of Q1 2023.

Newbridge Financial Services Group reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 176 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2023, an estimated $5.23K.
Newbridge Financial Services Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2020 and held it in 10 quarters.
Newbridge Financial Services Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $29K in Q3 2021.
710 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2023.

Based on Newbridge Financial Services Group's 13F filing for Q1 2023, filed 18 Apr 2023.