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Parisi Gray Wealth Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Parisi Gray Wealth Management’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
Q3 		– Sell
-679
Closed -$25K – 490
2021
Q2 		$25K Buy
+679
New +$25.2K 0.01% 357
2019
Q2 		– Sell
-280
Closed -$8K – 399
2019
Q1 		$8K Hold
280
– – 0.01% 401
2018
Q4 		$7K Buy
+280
New +$7.89K ﹤0.01% 428

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.9% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Parisi Gray Wealth Management's SPDW Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2021, closing a stake of 679 shares — an estimated $25K sold.

Parisi Gray Wealth Management first reported a position in SPDW in Q4 2018 and held it in 3 quarters. The position peaked at $25K in Q2 2021. 549 funds tracked by Wall St. Rank hold SPDW as of Q3 2021.

  • Parisi Gray Wealth Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2021 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 679 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2021, an estimated $25K.
  • Parisi Gray Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2018 and held it in 3 quarters.
  • Parisi Gray Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $25K in Q2 2021.
  • 549 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.