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

SageGuard Financial 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
2021
Q3 		$888K Sell
24,529
-9,733
-28% -$361K 13.93% 2
2021
Q2 		$1.26M Buy
34,262
+641
+2% +$23.8K 0.57% 46
2021
Q1 		$1.19M Sell
33,621
-5,803
-15% -$203K 0.55% 48
2020
Q4 		$1.33M Buy
+39,424
New +$1.24M 0.64% 43

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
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SageGuard Financial Group's SPDW Position: Q3 2021 in Review

SageGuard Financial Group reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 28% in Q3 2021, selling an estimated $361K and leaving 24,529 shares worth $888K. The position accounts for 13.93% of the portfolio, ranked #2.

SageGuard Financial Group first reported a position in SPDW in Q4 2020 and has held it in 4 quarters since. The position peaked at $1.33M in Q4 2020. 549 funds tracked by Wall St. Rank hold SPDW as of Q3 2021.

  • SageGuard Financial Group held 24,529 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $888K as of Q3 2021.
  • SageGuard Financial Group sold 9,733 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2021, an estimated $361K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 13.93% of SageGuard Financial Group's portfolio in Q3 2021, its #2 holding.
  • SageGuard Financial Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and has held it in 4 quarters since.
  • SageGuard Financial Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.33M in Q4 2020.
  • 549 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2021.

Based on SageGuard Financial Group's 13F filing for Q3 2021, filed 15 Nov 2021.