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

Red Cedar Capital’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
Q4 		$325K Hold
10,954
– – 0.21% 50
2022
Q3 		$283K Hold
10,954
– – 0.2% 52
2022
Q2 		$316K Hold
10,954
– – 0.21% 50
2022
Q1 		$376K Hold
10,954
– – 0.23% 50
2021
Q4 		$400K Buy
+10,954
New +$403K 0.23% 50

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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Red Cedar Capital's SPDW Position: Q4 2022 in Review

Red Cedar Capital held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q4 2022 at 10,954 shares worth $325K. The position accounts for 0.21% of the portfolio, ranked #50.

Red Cedar Capital first reported a position in SPDW in Q4 2021 and has held it in 5 quarters since. The position peaked at $400K in Q4 2021. 691 funds tracked by Wall St. Rank hold SPDW as of Q4 2022.

  • Red Cedar Capital held 10,954 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $325K as of Q4 2022.
  • Red Cedar Capital left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q4 2022.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.21% of Red Cedar Capital's portfolio in Q4 2022, its #50 holding.
  • Red Cedar Capital first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 5 quarters since.
  • Red Cedar Capital's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $400K in Q4 2021.
  • 691 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2022.

Based on Red Cedar Capital's 13F filing for Q4 2022, filed 6 Feb 2023.