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Sargent Bickham Lagudis’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Sargent Bickham Lagudis’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
Q4 		$356K Hold
11,979
– – 0.03% 222
2022
Q3 		$309K Hold
11,979
– – 0.03% 208
2022
Q2 		$345K Hold
11,979
– – 0.03% 210
2022
Q1 		$411K Sell
11,979
-253
-2% -$8.78K 0.03% 197
2021
Q4 		$446K Buy
12,232
+253
+2% +$9.31K 0.03% 183
2021
Q3 		$434K Hold
11,979
– – 0.04% 183
2021
Q2 		$441K Hold
11,979
– – 0.04% 183
2021
Q1 		$424K Hold
11,979
– – 0.04% 174
2020
Q4 		$404K Hold
11,979
– – 0.04% 176
2020
Q3 		$351K Hold
11,979
– – 0.04% 167
2020
Q2 		$331K Hold
11,979
– – 0.04% 168
2020
Q1 		$287K Buy
11,979
+11,811
+7,030% +$338K 0.04% 175
2019
Q4 		$5K Buy
+168
New +$5.12K ﹤0.01% 699
2019
Q3 		– Sell
-11,979
Closed -$354K – 774
2019
Q2 		$354K Hold
11,979
– – 0.04% 161
2019
Q1 		$350K Hold
11,979
– – 0.04% 171
2018
Q4 		$317K Hold
11,979
– – 0.04% 167
2018
Q3 		$369K Hold
11,979
– – 0.04% 161
2018
Q2 		$364K Hold
11,979
– – 0.05% 153
2018
Q1 		$376K Hold
11,979
– – 0.05% 151
2017
Q4 		$380K Hold
11,979
– – 0.05% 155
2017
Q3 		$367K Hold
11,979
– – 0.05% 163
2017
Q2 		$349K Hold
11,979
– – 0.04% 160
2017
Q1 		$332K Hold
11,979
– – 0.04% 166
2016
Q4 		$308K Hold
11,979
– – 0.05% 162
2016
Q3 		$317K Hold
11,979
– – 0.05% 162
2016
Q2 		$299K Hold
11,979
– – 0.05% 167
2016
Q1 		$303K Buy
+11,979
New +$290K 0.05% 168

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Sargent Bickham Lagudis's SPDW Position: Q4 2022 in Review

Sargent Bickham Lagudis held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q4 2022 at 11,979 shares worth $356K. The position accounts for 0.03% of the portfolio, ranked #222.

Sargent Bickham Lagudis first reported a position in SPDW in Q1 2016 and has held it in 27 quarters since. The position peaked at $446K in Q4 2021. 690 funds tracked by Wall St. Rank hold SPDW as of Q4 2022.

  • Sargent Bickham Lagudis held 11,979 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $356K as of Q4 2022.
  • Sargent Bickham Lagudis left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q4 2022.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.03% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #222 holding.
  • Sargent Bickham Lagudis first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2016 and has held it in 27 quarters since.
  • Sargent Bickham Lagudis's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $446K in Q4 2021.
  • 690 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.