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Novak Financial Planning’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Novak Financial Planning’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
Q2 		$1.95M Buy
52,924
+37,283
+238% +$1.38M 0.95% 32
2021
Q1 		$553K Buy
+15,641
New +$548K 0.3% 79

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AF
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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
State Street
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

Novak Financial Planning's SPDW Position: Q2 2021 in Review

Novak Financial Planning increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 238% in Q2 2021, buying an estimated $1.38M and bringing the position to 52,924 shares worth $1.95M. The position accounts for 0.95% of the portfolio, ranked #32.

Novak Financial Planning first reported a position in SPDW in Q1 2021 and has held it in 2 quarters since. 559 funds tracked by Wall St. Rank hold SPDW as of Q2 2021.

  • Novak Financial Planning held 52,924 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.95M as of Q2 2021.
  • Novak Financial Planning bought 37,283 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2021, an estimated $1.38M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.95% of Novak Financial Planning's portfolio in Q2 2021, its #32 holding.
  • Novak Financial Planning first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2021 and has held it in 2 quarters since.
  • 559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.