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

RDA Financial Network’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
Q1 		– Sell
-5,671
Closed -$207K – 240
2021
Q4 		$207K Sell
5,671
-4,789
-46% -$176K 0.08% 206
2021
Q3 		$379K Sell
10,460
-9
-0.1% -$334 0.17% 139
2021
Q2 		$385K Sell
10,469
-946
-8% -$35.1K 0.17% 140
2021
Q1 		$404K Sell
11,415
-838
-7% -$29.4K 0.17% 139
2020
Q4 		$414K Sell
12,253
-576
-4% -$18.2K 0.19% 126
2020
Q3 		$375K Buy
12,829
+49
+0.4% +$1.43K 0.17% 129
2020
Q2 		$353K Buy
12,780
+140
+1% +$3.66K 0.18% 129
2020
Q1 		$303K Sell
12,640
-39,524
-76% -$1.13M 0.18% 121
2019
Q4 		$1.62M Sell
52,164
-65
-0.1% -$1.98K 0.66% 32
2019
Q3 		$1.61M Sell
52,229
-2,293
-4% -$66.5K 0.69% 31
2019
Q2 		$1.61M Buy
54,522
+2,258
+4% +$66.5K 0.73% 30
2019
Q1 		$1.56M Buy
+52,264
New +$1.49M 0.74% 28

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RDA Financial Network's SPDW Position: Q1 2022 in Review

RDA Financial Network sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2022, closing a stake of 5,671 shares — an estimated $207K sold.

RDA Financial Network first reported a position in SPDW in Q1 2019 and held it in 12 quarters. The position peaked at $1.62M in Q4 2019. 642 funds tracked by Wall St. Rank hold SPDW as of Q1 2022.

  • RDA Financial Network reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2022 after selling out during the quarter.
  • RDA Financial Network sold 5,671 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2022, an estimated $207K.
  • RDA Financial Network first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2019 and held it in 12 quarters.
  • RDA Financial Network's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.62M in Q4 2019.
  • 642 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2022.

Based on RDA Financial Network's 13F filing for Q1 2022, filed 12 Apr 2022.