PWMG
SPDW icon

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

Prestige Wealth Management 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
2024
Q1 		– Sell
-192
Closed -$6.53K – 1044
2023
Q4 		$6.53K Hold
192
– – ﹤0.01% 534
2023
Q3 		$5.95K Hold
192
– – ﹤0.01% 546
2023
Q2 		$6.25K Hold
192
– – ﹤0.01% 539
2023
Q1 		$6.17K Hold
192
– – ﹤0.01% 522
2022
Q4 		$5.7K Hold
192
– – ﹤0.01% 584
2022
Q3 		$5K Hold
192
– – ﹤0.01% 570
2022
Q2 		$6K Hold
192
– – ﹤0.01% 551
2022
Q1 		$7K Hold
192
– – ﹤0.01% 549
2021
Q4 		$7K Sell
192
-113
-37% -$4.16K ﹤0.01% 567
2021
Q3 		$11K Hold
305
– – ﹤0.01% 477
2021
Q2 		$11K Hold
305
– – ﹤0.01% 467
2021
Q1 		$11K Hold
305
– – ﹤0.01% 469
2020
Q4 		$10K Hold
305
– – ﹤0.01% 461
2020
Q3 		$9K Hold
305
– – ﹤0.01% 458
2020
Q2 		$8K Hold
305
– – ﹤0.01% 461
2020
Q1 		$7K Sell
305
-23,090
-99% -$661K ﹤0.01% 442
2019
Q4 		$734K Buy
23,395
+2,343
+11% +$71.3K 0.4% 42
2019
Q3 		$618K Buy
21,052
+699
+3% +$20.3K 0.36% 48
2019
Q2 		$602K Buy
20,353
+2,232
+12% +$65.7K 0.36% 48
2019
Q1 		$529K Buy
18,121
+321
+2% +$9.14K 0.32% 62
2018
Q4 		$471K Buy
+17,800
New +$502K 0.35% 55

Other funds holding SPDW

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.69B AUM 19.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Prestige Wealth Management Group's SPDW Position: Q1 2024 in Review

Prestige Wealth Management Group sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2024, closing a stake of 192 shares — an estimated $6.53K sold.

Prestige Wealth Management Group first reported a position in SPDW in Q4 2018 and held it in 21 quarters. The position peaked at $734K in Q4 2019. 854 funds tracked by Wall St. Rank hold SPDW as of Q1 2024.

  • Prestige Wealth Management Group reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2024 after selling out during the quarter.
  • Prestige Wealth Management Group sold 192 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2024, an estimated $6.53K.
  • Prestige Wealth Management Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2018 and held it in 21 quarters.
  • Prestige Wealth Management Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $734K in Q4 2019.
  • 854 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2024.

Based on Prestige Wealth Management Group's 13F filing for Q1 2024, filed 26 Apr 2024.