Northwestern Mutual Investment Services’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Northwestern Mutual Investment Services’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
2015 Q4	–	Sell	-439	Closed	-$11K	–	323
2015 Q3	$11K	Buy	+439	New	+$11.9K	﹤0.01%	40

Other funds holding SPDW

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

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

Northwestern Mutual Investment Services's SPDW Position: Q4 2015 in Review

Northwestern Mutual Investment Services sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2015, closing a stake of 439 shares — an estimated $11K sold.

Northwestern Mutual Investment Services first reported a position in SPDW in Q3 2015 and held it in 1 quarter. The position peaked at $11K in Q3 2015. 49 funds tracked by Wall St. Rank hold SPDW as of Q4 2015.

Northwestern Mutual Investment Services reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2015 after selling out during the quarter.
Northwestern Mutual Investment Services sold 439 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2015, an estimated $11K.
Northwestern Mutual Investment Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2015 and held it in 1 quarter.
Northwestern Mutual Investment Services's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $11K in Q3 2015.
49 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2015.

Based on Northwestern Mutual Investment Services's 13F filing for Q4 2015, filed 16 Feb 2016.