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Parkside Financial Bank & Trust’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Parkside Financial Bank & Trust’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
2023
Q1 		– Sell
-809
Closed -$24K – 2097
2022
Q4 		$24K Hold
809
– – 0.01% 795
2022
Q3 		$21K Buy
+809
New +$23.3K 0.01% 794

Other funds holding SPDW

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Parkside Financial Bank & Trust's SPDW Position: Q1 2023 in Review

Parkside Financial Bank & Trust sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2023, closing a stake of 809 shares — an estimated $24K sold.

Parkside Financial Bank & Trust first reported a position in SPDW in Q3 2022 and held it in 2 quarters. The position peaked at $24K in Q4 2022. 710 funds tracked by Wall St. Rank hold SPDW as of Q1 2023.

  • Parkside Financial Bank & Trust reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2023 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 809 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2023, an estimated $24K.
  • Parkside Financial Bank & Trust first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2022 and held it in 2 quarters.
  • Parkside Financial Bank & Trust's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $24K in Q4 2022.
  • 710 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2023.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2023, filed 4 May 2023.