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Pinion Investment Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Pinion Investment Advisors’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
Q3 		– Sell
-7,880
Closed -$227K – 159
2022
Q2 		$227K Buy
+7,880
New +$249K 0.19% 145
2018
Q2 		– Sell
-7,050
Closed -$222K – 123
2018
Q1 		$222K Buy
+7,050
New +$226K 0.48% 102

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
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Pinion Investment Advisors's SPDW Position: Q3 2022 in Review

Pinion Investment Advisors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2022, closing a stake of 7,880 shares — an estimated $227K sold.

Pinion Investment Advisors first reported a position in SPDW in Q1 2018 and held it in 2 quarters. The position peaked at $227K in Q2 2022. 621 funds tracked by Wall St. Rank hold SPDW as of Q3 2022.

  • Pinion Investment Advisors reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2022 after selling out during the quarter.
  • Pinion Investment Advisors sold 7,880 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2022, an estimated $227K.
  • Pinion Investment Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2018 and held it in 2 quarters.
  • Pinion Investment Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $227K in Q2 2022.
  • 621 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2022.

Based on Pinion Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.