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Optivise Advisory Services’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Optivise Advisory 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
2024
Q4 		– Sell
-6,275
Closed -$236K – 189
2024
Q3 		$236K Sell
6,275
-269
-4% -$9.71K 0.12% 150
2024
Q2 		$230K Buy
+6,544
New +$233K 0.12% 158

Other funds holding SPDW

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
LPL Financial
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 Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Optivise Advisory Services's SPDW Position: Q4 2024 in Review

Optivise Advisory Services sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2024, closing a stake of 6,275 shares — an estimated $236K sold.

Optivise Advisory Services first reported a position in SPDW in Q2 2024 and held it in 2 quarters. The position peaked at $236K in Q3 2024. 968 funds tracked by Wall St. Rank hold SPDW as of Q4 2024.

  • Optivise Advisory Services reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2024 after selling out during the quarter.
  • Optivise Advisory Services sold 6,275 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2024, an estimated $236K.
  • Optivise Advisory Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2024 and held it in 2 quarters.
  • Optivise Advisory Services's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $236K in Q3 2024.
  • 968 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2024.

Based on Optivise Advisory Services's 13F filing for Q4 2024, filed 13 Feb 2025.