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

Personal Wealth Partners’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 Q2	–	Sell	-242,844	Closed	-$8.32M	–	51
2022 Q1	$8.32M	Buy	242,844 +22,806	+10%	+$791K	3.63%	9
2021 Q4	$8.03M	Buy	220,038 +3,414	+2%	+$126K	3.31%	10
2021 Q3	$7.84M	Buy	216,624 +52,546	+32%	+$1.95M	3.31%	9
2021 Q2	$6.04M	Buy	164,078 +60,740	+59%	+$2.25M	2.44%	10
2021 Q1	$3.65M	Buy	+103,338	New	+$3.62M	1.65%	16

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

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

SMM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEIA

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

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

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

Personal Wealth Partners's SPDW Position: Q2 2022 in Review

Personal Wealth Partners sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2022, closing a stake of 242,844 shares — an estimated $8.32M sold.

Personal Wealth Partners first reported a position in SPDW in Q1 2021 and held it in 5 quarters. The position peaked at $8.32M in Q1 2022. 644 funds tracked by Wall St. Rank hold SPDW as of Q2 2022.

Personal Wealth Partners reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 242,844 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2022, an estimated $8.32M.
Personal Wealth Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2021 and held it in 5 quarters.
Personal Wealth Partners's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $8.32M in Q1 2022.
644 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.