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

Peterson Financial Group’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
2024
Q3 		$16.8K Buy
+448
New +$16.2K 0.06% 165

Other funds holding SPDW

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Peterson Financial Group's SPDW Position: Q3 2024 in Review

Peterson Financial Group opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2024: 448 shares worth $16.8K. The stake represents 0.06% of the portfolio and ranks #165 among its holdings.

892 funds tracked by Wall St. Rank hold SPDW as of Q3 2024.

  • Peterson Financial Group held 448 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $16.8K as of Q3 2024.
  • State Street SPDR Portfolio Developed World ex-US ETF was a new Peterson Financial Group position in Q3 2024.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.06% of Peterson Financial Group's portfolio in Q3 2024, its #165 holding.
  • 892 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.