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Peak Financial Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Peak Financial 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
2023
Q3 		– Sell
-10,154
Closed -$330K – 79
2023
Q2 		$330K Buy
+10,154
New +$331K 0.12% 62

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Peak Financial Management's SPDW Position: Q3 2023 in Review

Peak Financial Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2023, closing a stake of 10,154 shares — an estimated $330K sold.

Peak Financial Management first reported a position in SPDW in Q2 2023 and held it in 1 quarter. The position peaked at $330K in Q2 2023. 757 funds tracked by Wall St. Rank hold SPDW as of Q3 2023.

  • Peak Financial Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2023 after selling out during the quarter.
  • Peak Financial Management sold 10,154 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2023, an estimated $330K.
  • Peak Financial Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2023 and held it in 1 quarter.
  • Peak Financial Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $330K in Q2 2023.
  • 757 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2023.

Based on Peak Financial Management's 13F filing for Q3 2023, filed 25 Oct 2023.