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

Personal Financial Consultants’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
2019
Q1 		– Sell
-70,149
Closed -$1.85M – 24
2018
Q4 		$1.85M Buy
+70,149
New +$1.98M 1.57% 13

Other funds holding SPDW

SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
CAW
Cornerstone Advisors (Washington) Bellevue, Washington $936M AUM 8.77% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Personal Financial Consultants's SPDW Position: Q1 2019 in Review

Personal Financial Consultants sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2019, closing a stake of 70,149 shares — an estimated $1.85M sold.

Personal Financial Consultants first reported a position in SPDW in Q4 2018 and held it in 1 quarter. The position peaked at $1.85M in Q4 2018. 298 funds tracked by Wall St. Rank hold SPDW as of Q1 2019.

  • Personal Financial Consultants reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2019 after selling out during the quarter.
  • Personal Financial Consultants sold 70,149 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2019, an estimated $1.85M.
  • Personal Financial Consultants first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2018 and held it in 1 quarter.
  • Personal Financial Consultants's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.85M in Q4 2018.
  • 298 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2019.

Based on Personal Financial Consultants's 13F filing for Q1 2019, filed 22 Apr 2019.