O'Dell Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

O'Dell 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
2022 Q3	–	Sell	-1,249	Closed	-$36K	–	488
2022 Q2	$36K	Hold	1,249	–	–	0.01%	179
2022 Q1	$43K	Hold	1,249	–	–	0.01%	190
2021 Q4	$46K	Sell	1,249 -350	-22%	-$12.9K	0.01%	177
2021 Q3	$58K	Buy	+1,599	New	+$59.4K	0.02%	153
2020 Q1	–	Sell	-8,264	Closed	-$259K	–	53
2019 Q4	$259K	Hold	8,264	–	–	0.13%	47
2019 Q3	$243K	Buy	8,264 +157	+2%	+$4.55K	0.14%	46
2019 Q2	$240K	Hold	8,107	–	–	0.15%	44
2019 Q1	$237K	Hold	8,107	–	–	0.15%	43
2018 Q4	$214K	Buy	+8,107	New	+$229K	0.16%	42

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

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

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

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

SEIA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

O'Dell Group's SPDW Position: Q3 2022 in Review

O'Dell Group sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2022, closing a stake of 1,249 shares — an estimated $36K sold.

O'Dell Group first reported a position in SPDW in Q4 2018 and held it in 9 quarters. The position peaked at $259K in Q4 2019. 620 funds tracked by Wall St. Rank hold SPDW as of Q3 2022.

O'Dell Group reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2022 after selling out during the quarter.
O'Dell Group sold 1,249 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2022, an estimated $36K.
O'Dell Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2018 and held it in 9 quarters.
O'Dell Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $259K in Q4 2019.
620 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2022.

Based on O'Dell Group's 13F filing for Q3 2022, filed 8 Nov 2022.