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

Polaris Wealth 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
2019 Q4	–	Sell	-66,496	Closed	-$1.9M	–	176
2019 Q3	$1.9M	Sell	66,496 -62,319	-48%	-$1.81M	0.15%	86
2019 Q2	$3.83M	Sell	128,815 -1,876	-1%	-$55.2K	0.29%	59
2019 Q1	$3.87M	Buy	130,691 +201	+0.2%	+$5.73K	0.29%	61
2018 Q4	$3.45M	Sell	130,490 -32,371	-20%	-$912K	0.32%	56
2018 Q3	$5.01M	Sell	162,861 -1,709	-1%	-$52.2K	0.35%	63
2018 Q2	$5.17M	Sell	164,570 -244	-0.1%	-$7.71K	0.44%	52
2018 Q1	$5.18M	Buy	+164,814	New	+$5.29M	0.42%	53

Other funds holding SPDW

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return