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

Sonora Investment 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
2021
Q3 		$98K Hold
2,700
– – 0.01% 303
2021
Q2 		$99K Hold
2,700
– – 0.01% 281
2021
Q1 		$95K Buy
+2,700
New +$94.6K 0.01% 423
2020
Q3 		– Sell
-652
Closed -$18K – 1875
2020
Q2 		$18K Buy
+652
New +$17.1K ﹤0.01% 837

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
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Sonora Investment Management's SPDW Position: Q3 2021 in Review

Sonora Investment Management held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q3 2021 at 2,700 shares worth $98K. The position accounts for 0.01% of the portfolio, ranked #303.

Sonora Investment Management first reported a position in SPDW in Q2 2020 and has held it in 4 quarters since. The position peaked at $99K in Q2 2021. 549 funds tracked by Wall St. Rank hold SPDW as of Q3 2021.

  • Sonora Investment Management held 2,700 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $98K as of Q3 2021.
  • Sonora Investment Management left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q3 2021.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #303 holding.
  • Sonora Investment Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2020 and has held it in 4 quarters since.
  • Sonora Investment Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $99K in Q2 2021.
  • 549 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.