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

Plotkin Financial 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
2020
Q4 		– Sell
-8,352
Closed -$244K – 76
2020
Q3 		$244K Buy
+8,352
New +$244K 0.27% 54

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
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Plotkin Financial Advisors's SPDW Position: Q4 2020 in Review

Plotkin Financial Advisors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2020, closing a stake of 8,352 shares — an estimated $244K sold.

Plotkin Financial Advisors first reported a position in SPDW in Q3 2020 and held it in 1 quarter. The position peaked at $244K in Q3 2020. 488 funds tracked by Wall St. Rank hold SPDW as of Q4 2020.

  • Plotkin Financial Advisors reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2020 after selling out during the quarter.
  • Plotkin Financial Advisors sold 8,352 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2020, an estimated $244K.
  • Plotkin Financial Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2020 and held it in 1 quarter.
  • Plotkin Financial Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $244K in Q3 2020.
  • 488 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2020.

Based on Plotkin Financial Advisors's 13F filing for Q4 2020, filed 15 Nov 2024.