Rappaport Reiches Capital Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Rappaport Reiches Capital Management’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
2023 Q2	–	Sell	-6,509	Closed	-$209K	–	81
2023 Q1	$209K	Sell	6,509 -246	-4%	-$7.76K	0.09%	78
2022 Q4	$201K	Buy	+6,755	New	+$194K	0.1%	77
2022 Q3	–	Sell	-8,242	Closed	-$238K	–	77
2022 Q2	$238K	Buy	8,242 +714	+9%	+$22.6K	0.12%	65
2022 Q1	$258K	Sell	7,528 -235	-3%	-$8.15K	0.14%	72
2021 Q4	$283K	Sell	7,763 -17	-0.2%	-$625	0.24%	48
2021 Q3	$282K	Buy	7,780 +29	+0.4%	+$1.08K	0.28%	41
2021 Q2	$285K	Buy	+7,751	New	+$288K	0.3%	44

Other funds holding SPDW

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

SMM

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

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

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

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

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

Rappaport Reiches Capital Management's SPDW Position: Q2 2023 in Review

Rappaport Reiches Capital Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2023, closing a stake of 6,509 shares — an estimated $209K sold.

Rappaport Reiches Capital Management first reported a position in SPDW in Q2 2021 and held it in 7 quarters. The position peaked at $285K in Q2 2021. 737 funds tracked by Wall St. Rank hold SPDW as of Q2 2023.

Rappaport Reiches Capital Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2023 after selling out during the quarter.
Rappaport Reiches Capital Management sold 6,509 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2023, an estimated $209K.
Rappaport Reiches Capital Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2021 and held it in 7 quarters.
Rappaport Reiches Capital Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $285K in Q2 2021.
737 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2023.

Based on Rappaport Reiches Capital Management's 13F filing for Q2 2023, filed 23 Aug 2023.