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

Selective 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
2022
Q4 		– Sell
-210
Closed -$5K – 635
2022
Q3 		$5K Hold
210
– – ﹤0.01% 600
2022
Q2 		$6K Buy
+210
New +$6.65K ﹤0.01% 617

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
LPL Financial
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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Selective Wealth Management's SPDW Position: Q4 2022 in Review

Selective Wealth Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2022, closing a stake of 210 shares — an estimated $5K sold.

Selective Wealth Management first reported a position in SPDW in Q2 2022 and held it in 2 quarters. The position peaked at $6K in Q2 2022. 691 funds tracked by Wall St. Rank hold SPDW as of Q4 2022.

  • Selective Wealth Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 210 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2022, an estimated $5K.
  • Selective Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2022 and held it in 2 quarters.
  • Selective Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $6K in Q2 2022.
  • 691 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.