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

Sanctuary Wealth 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
2024 Q4	$152K	Hold	4,460	–	–	0.1%	50
2024 Q3	$168K	Hold	4,460	–	–	0.12%	48
2024 Q2	$156K	Buy	4,460 +416	+10%	+$14.8K	0.12%	48
2024 Q1	$145K	Hold	4,044	–	–	0.12%	52
2023 Q4	$138K	Hold	4,044	–	–	0.13%	50
2023 Q3	$125K	Hold	4,044	–	–	0.14%	44
2023 Q2	$132K	Buy	+4,044	New	+$132K	0.14%	41
2022 Q4	$120K	Buy	+4,044	New	+$116K	0.14%	37
2018 Q3	–	Sell	-71,455	Closed	-$2.17M	–	23
2018 Q2	$2.17M	Buy	71,455 +20,887	+41%	+$660K	1.89%	7
2018 Q1	$1.59M	Buy	+50,568	New	+$1.62M	1.34%	6

Other funds holding SPDW

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sanctuary Wealth Management's SPDW Position: Q4 2024 in Review

Sanctuary Wealth Management held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q4 2024 at 4,460 shares worth $152K. The position accounts for 0.1% of the portfolio, ranked #50.

Sanctuary Wealth Management first reported a position in SPDW in Q1 2018 and has held it in 10 quarters since. The position peaked at $2.17M in Q2 2018. 968 funds tracked by Wall St. Rank hold SPDW as of Q4 2024.

Sanctuary Wealth Management held 4,460 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $152K as of Q4 2024.
Sanctuary Wealth Management left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q4 2024.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.1% of Sanctuary Wealth Management's portfolio in Q4 2024, its #50 holding.
Sanctuary Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2018 and has held it in 10 quarters since.
Sanctuary Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.17M in Q2 2018.
968 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.