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Northwest Investment Counselors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Northwest Investment Counselors’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
Q4 		– Sell
-160
Closed -$4.95K – 470
2023
Q3 		$4.95K Sell
160
-4,303
-96% -$139K ﹤0.01% 440
2023
Q2 		$145K Buy
+4,463
New +$146K 0.04% 161

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Northwest Investment Counselors's SPDW Position: Q4 2023 in Review

Northwest Investment Counselors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2023, closing a stake of 160 shares — an estimated $4.95K sold.

Northwest Investment Counselors first reported a position in SPDW in Q2 2023 and held it in 2 quarters. The position peaked at $145K in Q2 2023. 842 funds tracked by Wall St. Rank hold SPDW as of Q4 2023.

  • Northwest Investment Counselors reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2023 after selling out during the quarter.
  • Northwest Investment Counselors sold 160 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2023, an estimated $4.95K.
  • Northwest Investment Counselors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2023 and held it in 2 quarters.
  • Northwest Investment Counselors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $145K in Q2 2023.
  • 842 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2023.

Based on Northwest Investment Counselors's 13F filing for Q4 2023, filed 19 Jan 2024.