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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Envestnet Asset Management

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

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

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

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return