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

Pinnacle Advisory 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
2021 Q1	$6.91M	Buy	195,485 +40,366	+26%	+$1.42M	0.32%	49
2020 Q4	$5.24M	Buy	155,119 +9,077	+6%	+$286K	0.32%	49
2020 Q3	$4.27M	Buy	146,042 +42,240	+41%	+$1.23M	0.28%	45
2020 Q2	$2.87M	Buy	103,802 +11,445	+12%	+$300K	0.2%	49
2020 Q1	$2.21M	Buy	92,357 +41,250	+81%	+$1.18M	0.21%	45
2019 Q4	$1.6M	Buy	51,107 +12,779	+33%	+$389K	0.11%	65
2019 Q3	$1.13M	Buy	38,328 +8,225	+27%	+$239K	0.08%	78
2019 Q2	$891K	Buy	30,103 +2,960	+11%	+$87.2K	0.06%	94
2019 Q1	$793K	Buy	27,143 +4,918	+22%	+$140K	0.06%	93
2018 Q4	$588K	Buy	+22,225	New	+$626K	0.04%	100

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Pinnacle Advisory Group's SPDW Position: Q1 2021 in Review

Pinnacle Advisory Group increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 26% in Q1 2021, buying an estimated $1.42M and bringing the position to 195,485 shares worth $6.91M. The position accounts for 0.32% of the portfolio, ranked #49.

Pinnacle Advisory Group first reported a position in SPDW in Q4 2018 and has held it in 10 quarters since. 532 funds tracked by Wall St. Rank hold SPDW as of Q1 2021.

Pinnacle Advisory Group held 195,485 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $6.91M as of Q1 2021.
Pinnacle Advisory Group bought 40,366 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2021, an estimated $1.42M.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.32% of Pinnacle Advisory Group's portfolio in Q1 2021, its #49 holding.
Pinnacle Advisory Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2018 and has held it in 10 quarters since.
532 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.