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

Private Capital 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
2022 Q2	$1K	Sell	18 -57	-76%	-$1.8K	﹤0.01%	1777
2022 Q1	$3K	Sell	75 -4	-5%	-$139	﹤0.01%	1712
2021 Q4	$3K	Hold	79	–	–	﹤0.01%	1718
2021 Q3	$3K	Hold	79	–	–	﹤0.01%	1768
2021 Q2	$3K	Hold	79	–	–	﹤0.01%	1756
2021 Q1	$3K	Sell	79 -92	-54%	-$3.23K	﹤0.01%	1683
2020 Q4	$6K	Buy	+171	New	+$5.39K	﹤0.01%	1533

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

SMM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

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

Private Capital Group's SPDW Position: Q2 2022 in Review

Private Capital Group reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 76% in Q2 2022, selling an estimated $1.8K and leaving 18 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1777.

Private Capital Group first reported a position in SPDW in Q4 2020 and has held it in 7 quarters since. The position peaked at $6K in Q4 2020. 644 funds tracked by Wall St. Rank hold SPDW as of Q2 2022.

Private Capital Group held 18 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1K as of Q2 2022.
Private Capital Group sold 57 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2022, an estimated $1.8K.
State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of Private Capital Group's portfolio in Q2 2022, its #1777 holding.
Private Capital Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and has held it in 7 quarters since.
Private Capital Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $6K in Q4 2020.
644 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.