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Paragon Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Paragon Advisors’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
2020
Q1 		– Sell
-11,832
Closed -$371K – 76
2019
Q4 		$371K Buy
+11,832
New +$360K 0.4% 47

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Paragon Advisors's SPDW Position: Q1 2020 in Review

Paragon Advisors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2020, closing a stake of 11,832 shares — an estimated $371K sold.

Paragon Advisors first reported a position in SPDW in Q4 2019 and held it in 1 quarter. The position peaked at $371K in Q4 2019. 395 funds tracked by Wall St. Rank hold SPDW as of Q1 2020.

  • Paragon Advisors reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2020 after selling out during the quarter.
  • Paragon Advisors sold 11,832 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2020, an estimated $371K.
  • Paragon Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and held it in 1 quarter.
  • Paragon Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $371K in Q4 2019.
  • 395 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2020.

Based on Paragon Advisors's 13F filing for Q1 2020, filed 8 Apr 2020.