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

Personal Capital 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
2021 Q3	–	Sell	-15,737	Closed	-$579K	–	511
2021 Q2	$579K	Buy	15,737 +1,746	+12%	+$64.8K	﹤0.01%	294
2021 Q1	$495K	Sell	13,991 -7,047	-33%	-$247K	﹤0.01%	306
2020 Q4	$710K	Buy	+21,038	New	+$663K	﹤0.01%	266

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Personal Capital Advisors's SPDW Position: Q3 2021 in Review

Personal Capital Advisors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2021, closing a stake of 15,737 shares — an estimated $579K sold.

Personal Capital Advisors first reported a position in SPDW in Q4 2020 and held it in 3 quarters. The position peaked at $710K in Q4 2020. 549 funds tracked by Wall St. Rank hold SPDW as of Q3 2021.

Personal Capital Advisors reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2021 after selling out during the quarter.
Personal Capital Advisors sold 15,737 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2021, an estimated $579K.
Personal Capital Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and held it in 3 quarters.
Personal Capital Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $710K in Q4 2020.
549 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2021.

Based on Personal Capital Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.