Royal Fund Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Royal Fund Management’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
2020 Q2	–	Sell	-167	Closed	-$3K	–	505
2020 Q1	$3K	Sell	167 -604	-78%	-$17.3K	﹤0.01%	471
2019 Q4	$24K	Buy	+771	New	+$23.5K	0.01%	317
2019 Q2	–	Sell	-158	Closed	-$4K	–	649
2019 Q1	$4K	Buy	+158	New	+$4.5K	﹤0.01%	460
2018 Q1	–	Sell	-598	Closed	-$18K	–	688
2017 Q4	$18K	Buy	+598	New	+$18.6K	0.01%	304

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Fund Management's SPDW Position: Q2 2020 in Review

Royal Fund Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2020, closing a stake of 167 shares — an estimated $3K sold.

Royal Fund Management first reported a position in SPDW in Q4 2017 and held it in 4 quarters. The position peaked at $24K in Q4 2019. 410 funds tracked by Wall St. Rank hold SPDW as of Q2 2020.

Royal Fund Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2020 after selling out during the quarter.
Royal Fund Management sold 167 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2020, an estimated $3K.
Royal Fund Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2017 and held it in 4 quarters.
Royal Fund Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $24K in Q4 2019.
410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.