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Petix & Botte Financial’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Petix & Botte Financial’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
Q2 		– Sell
-133,292
Closed -$4.78M – 151
2024
Q1 		$4.78M Buy
+133,292
New +$4.58M 1.19% 25

Other funds holding SPDW

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
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 $1.65B AUM 16.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Petix & Botte Financial's SPDW Position: Q2 2024 in Review

Petix & Botte Financial sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2024, closing a stake of 133,292 shares — an estimated $4.78M sold.

Petix & Botte Financial first reported a position in SPDW in Q1 2024 and held it in 1 quarter. The position peaked at $4.78M in Q1 2024. 875 funds tracked by Wall St. Rank hold SPDW as of Q2 2024.

  • Petix & Botte Financial reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2024 after selling out during the quarter.
  • Petix & Botte Financial sold 133,292 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2024, an estimated $4.78M.
  • Petix & Botte Financial first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2024 and held it in 1 quarter.
  • Petix & Botte Financial's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $4.78M in Q1 2024.
  • 875 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2024.

Based on Petix & Botte Financial's 13F filing for Q2 2024, filed 13 Aug 2024.