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RGT Wealth Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

RGT Wealth Advisors’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
2022
Q3 		$1.73M Buy
+66,966
New +$1.93M 0.28% 20

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RGT Wealth Advisors's SPDW Position: Q3 2022 in Review

RGT Wealth Advisors opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2022: 66,966 shares worth $1.73M. The stake represents 0.28% of the portfolio and ranks #20 among its holdings.

621 funds tracked by Wall St. Rank hold SPDW as of Q3 2022.

  • RGT Wealth Advisors held 66,966 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.73M as of Q3 2022.
  • State Street SPDR Portfolio Developed World ex-US ETF was a new RGT Wealth Advisors position in Q3 2022.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.28% of RGT Wealth Advisors's portfolio in Q3 2022, its #20 holding.
  • 621 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.