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

Retirement 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
2024 Q1	$10.8K	Hold	300	–	–	﹤0.01%	459
2023 Q4	$10.2K	Hold	300	–	–	﹤0.01%	445
2023 Q3	$9.3K	Buy	300 +100	+50%	+$3.23K	﹤0.01%	421
2023 Q2	$6.51K	Hold	200	–	–	﹤0.01%	478
2023 Q1	$6K	Buy	200 +118	+144%	+$3.73K	﹤0.01%	474
2022 Q4	$2K	Buy	+82	New	+$2.35K	﹤0.01%	542
2022 Q3	–	Sell	-82	Closed	-$2K	–	762
2022 Q2	$2K	Hold	82	–	–	﹤0.01%	639
2022 Q1	$3K	Hold	82	–	–	﹤0.01%	600
2021 Q4	$3K	Hold	82	–	–	﹤0.01%	588
2021 Q3	$3K	Hold	82	–	–	﹤0.01%	496
2021 Q2	$3K	Hold	82	–	–	﹤0.01%	541
2021 Q1	$3K	Buy	+82	New	+$2.88K	﹤0.01%	609

Other funds holding SPDW

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

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

Retirement Group's SPDW Position: Q1 2024 in Review

Retirement Group held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q1 2024 at 300 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Retirement Group first reported a position in SPDW in Q1 2021 and has held it in 12 quarters since. 850 funds tracked by Wall St. Rank hold SPDW as of Q1 2024.

Retirement Group held 300 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $10.8K as of Q1 2024.
Retirement Group left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q1 2024.
State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #459 holding.
Retirement Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2021 and has held it in 12 quarters since.
850 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.