RPG
SPDW icon

Resource Planning Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Resource Planning Group’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
2023
Q4 		$220K Sell
6,460
-2,876
-31% -$91.3K 0.14% 68
2023
Q3 		$290K Hold
9,336
– – 0.25% 45
2023
Q2 		$304K Sell
9,336
-97
-1% -$3.17K 0.25% 46
2023
Q1 		$303K Buy
9,433
+238
+3% +$7.51K 0.25% 46
2022
Q4 		$273K Sell
9,195
-2,394
-21% -$68.7K 0.22% 55
2022
Q3 		$299K Buy
11,589
+1,193
+11% +$34.4K 0.26% 55
2022
Q2 		$300K Buy
10,396
+65
+0.6% +$2.06K 0.25% 56
2022
Q1 		$354K Sell
10,331
-271
-3% -$9.4K 0.25% 51
2021
Q4 		$387K Sell
10,602
-1,159
-10% -$42.6K 0.26% 49
2021
Q3 		$426K Buy
11,761
+17
+0.1% +$631 0.27% 53
2021
Q2 		$432K Sell
11,744
-537
-4% -$19.9K 0.25% 53
2021
Q1 		$434K Buy
12,281
+1,063
+9% +$37.3K 0.28% 47
2020
Q4 		$379K Buy
11,218
+705
+7% +$22.2K 0.27% 49
2020
Q3 		$308K Buy
10,513
+2,720
+35% +$79.4K 0.23% 50
2020
Q2 		$215K Buy
+7,793
New +$204K 0.16% 54

Other funds holding SPDW

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Resource Planning Group's SPDW Position: Q4 2023 in Review

Resource Planning Group reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 31% in Q4 2023, selling an estimated $91.3K and leaving 6,460 shares worth $220K. The position accounts for 0.14% of the portfolio, ranked #68.

Resource Planning Group first reported a position in SPDW in Q2 2020 and has held it in 15 quarters since. The position peaked at $434K in Q1 2021. 842 funds tracked by Wall St. Rank hold SPDW as of Q4 2023.

  • Resource Planning Group held 6,460 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $220K as of Q4 2023.
  • Resource Planning Group sold 2,876 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2023, an estimated $91.3K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.14% of Resource Planning Group's portfolio in Q4 2023, its #68 holding.
  • Resource Planning Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2020 and has held it in 15 quarters since.
  • Resource Planning Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $434K in Q1 2021.
  • 842 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.