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RE Dickinson Investment Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

RE Dickinson Investment Advisors’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
Q4 		$2.8K Buy
+82
New +$2.94K ﹤0.01% 209
2022
Q1 		– Sell
-47
Closed -$2K – 314
2021
Q4 		$2K Buy
+47
New +$1.73K ﹤0.01% 266

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

RE Dickinson Investment Advisors's SPDW Position: Q4 2024 in Review

RE Dickinson Investment Advisors opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2024: 82 shares worth $2.8K. The stake represents ﹤0.01% of the portfolio and ranks #209 among its holdings. This is a return to the name: RE Dickinson Investment Advisors previously reported a position in SPDW as recently as Q4 2021.

RE Dickinson Investment Advisors first reported a position in SPDW in Q4 2021 and has held it in 2 quarters since. 973 funds tracked by Wall St. Rank hold SPDW as of Q4 2024.

  • RE Dickinson Investment Advisors held 82 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.8K as of Q4 2024.
  • State Street SPDR Portfolio Developed World ex-US ETF was a new RE Dickinson Investment Advisors position in Q4 2024.
  • State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #209 holding.
  • RE Dickinson Investment Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 2 quarters since.
  • 973 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.