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

RegentAtlantic 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 Q3	$1.18M	Buy	45,603 +10,380	+29%	+$299K	0.04%	279
2022 Q2	$1.02M	Buy	35,223 +4,070	+13%	+$129K	0.03%	316
2022 Q1	$1.07M	Buy	31,153 +2,510	+9%	+$87.1K	0.03%	310
2021 Q4	$1.04M	Buy	28,643 +783	+3%	+$28.8K	0.03%	320
2021 Q3	$1.01M	Buy	27,860 +1,325	+5%	+$49.2K	0.03%	299
2021 Q2	$976K	Buy	+26,535	New	+$984K	0.03%	299

Other funds holding SPDW

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

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

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

RegentAtlantic Capital's SPDW Position: Q3 2022 in Review

RegentAtlantic Capital increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 29% in Q3 2022, buying an estimated $299K and bringing the position to 45,603 shares worth $1.18M. The position accounts for 0.04% of the portfolio, ranked #279.

RegentAtlantic Capital first reported a position in SPDW in Q2 2021 and has held it in 6 quarters since. 621 funds tracked by Wall St. Rank hold SPDW as of Q3 2022.

RegentAtlantic Capital held 45,603 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.18M as of Q3 2022.
RegentAtlantic Capital bought 10,380 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2022, an estimated $299K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.04% of RegentAtlantic Capital's portfolio in Q3 2022, its #279 holding.
RegentAtlantic Capital first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2021 and has held it in 6 quarters since.
621 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.