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

Retirement Capital Strategies’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
2018
Q4 		– Sell
-10,950
Closed -$337K – 53
2018
Q3 		$337K Buy
+10,950
New +$334K 0.17% 33

Other funds holding SPDW

SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CAW
Cornerstone Advisors (Washington) Bellevue, Washington $936M AUM 8.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Retirement Capital Strategies's SPDW Position: Q4 2018 in Review

Retirement Capital Strategies sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2018, closing a stake of 10,950 shares — an estimated $337K sold.

Retirement Capital Strategies first reported a position in SPDW in Q3 2018 and held it in 1 quarter. The position peaked at $337K in Q3 2018. 289 funds tracked by Wall St. Rank hold SPDW as of Q4 2018.

  • Retirement Capital Strategies reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2018 after selling out during the quarter.
  • Retirement Capital Strategies sold 10,950 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2018, an estimated $337K.
  • Retirement Capital Strategies first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2018 and held it in 1 quarter.
  • Retirement Capital Strategies's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $337K in Q3 2018.
  • 289 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2018.

Based on Retirement Capital Strategies's 13F filing for Q4 2018, filed 17 Jan 2019.