Relaxing Retirement Coach’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Relaxing Retirement Coach’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
2020 Q2	–	Sell	-59,037	Closed	-$1.41M	–	49
2020 Q1	$1.41M	Sell	59,037 -1,712	-3%	-$49K	0.87%	33
2019 Q4	$1.91M	Hold	60,749	–	–	0.56%	33
2019 Q3	$1.78M	Buy	60,749 +174	+0.3%	+$5.05K	0.55%	33
2019 Q2	$1.79M	Hold	60,575	–	–	0.55%	33
2019 Q1	$1.77M	Buy	60,575 +4,987	+9%	+$142K	0.55%	33
2018 Q4	$1.47M	Buy	+55,588	New	+$1.57M	0.5%	35

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Relaxing Retirement Coach's SPDW Position: Q2 2020 in Review

Relaxing Retirement Coach sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2020, closing a stake of 59,037 shares — an estimated $1.41M sold.

Relaxing Retirement Coach first reported a position in SPDW in Q4 2018 and held it in 6 quarters. The position peaked at $1.91M in Q4 2019. 410 funds tracked by Wall St. Rank hold SPDW as of Q2 2020.

Relaxing Retirement Coach reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2020 after selling out during the quarter.
Relaxing Retirement Coach sold 59,037 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2020, an estimated $1.41M.
Relaxing Retirement Coach first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2018 and held it in 6 quarters.
Relaxing Retirement Coach's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.91M in Q4 2019.
410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2020.

Based on Relaxing Retirement Coach's 13F filing for Q2 2020, filed 13 Jul 2020.