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 $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

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

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

Envestnet Asset Management

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

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

Bank of America

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