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

Personal CFO Solutions’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
2022
Q1 		– Sell
-11,994
Closed -$438K – 510
2021
Q4 		$438K Buy
11,994
+69
+0.6% +$2.54K 0.08% 224
2021
Q3 		$432K Buy
11,925
+631
+6% +$23.4K 0.09% 208
2021
Q2 		$416K Sell
11,294
-1,181
-9% -$43.8K 0.09% 215
2021
Q1 		$441K Buy
12,475
+2,575
+26% +$90.3K 0.1% 198
2020
Q4 		$334K Hold
9,900
– – 0.08% 220
2020
Q3 		$0 Sell
9,900
-765
-7% -$22.3K ﹤0.01% 302
2020
Q2 		$295K Buy
+10,665
New +$279K 0.09% 214

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Personal CFO Solutions's SPDW Position: Q1 2022 in Review

Personal CFO Solutions sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2022, closing a stake of 11,994 shares — an estimated $438K sold.

Personal CFO Solutions first reported a position in SPDW in Q2 2020 and held it in 7 quarters. The position peaked at $441K in Q1 2021. 643 funds tracked by Wall St. Rank hold SPDW as of Q1 2022.

  • Personal CFO Solutions reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2022 after selling out during the quarter.
  • Personal CFO Solutions sold 11,994 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2022, an estimated $438K.
  • Personal CFO Solutions first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2020 and held it in 7 quarters.
  • Personal CFO Solutions's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $441K in Q1 2021.
  • 643 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2022.

Based on Personal CFO Solutions's 13F filing for Q1 2022, filed 2 May 2022.