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

Ropes 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
2023
Q3 		$1.58M Hold
50,850
– – 0.31% 79
2023
Q2 		$1.65M Hold
50,850
– – 0.27% 87
2023
Q1 		$1.63M Hold
50,850
– – 0.3% 89
2022
Q4 		$1.51M Buy
+50,850
New +$1.46M 0.27% 88

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Ropes Wealth Advisors's SPDW Position: Q3 2023 in Review

Ropes Wealth Advisors held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q3 2023 at 50,850 shares worth $1.58M. The position accounts for 0.31% of the portfolio, ranked #79.

Ropes Wealth Advisors first reported a position in SPDW in Q4 2022 and has held it in 4 quarters since. The position peaked at $1.65M in Q2 2023. 757 funds tracked by Wall St. Rank hold SPDW as of Q3 2023.

  • Ropes Wealth Advisors held 50,850 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.58M as of Q3 2023.
  • Ropes Wealth Advisors left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q3 2023.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.31% of Ropes Wealth Advisors's portfolio in Q3 2023, its #79 holding.
  • Ropes Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 4 quarters since.
  • Ropes Wealth Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.65M in Q2 2023.
  • 757 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.