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

Sovereign 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
2023
Q1 		– Sell
-9,199
Closed -$273K – 226
2022
Q4 		$273K Buy
+9,199
New +$264K 0.11% 180

Other funds holding SPDW

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sovereign Financial Group's SPDW Position: Q1 2023 in Review

Sovereign Financial Group sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2023, closing a stake of 9,199 shares — an estimated $273K sold.

Sovereign Financial Group first reported a position in SPDW in Q4 2022 and held it in 1 quarter. The position peaked at $273K in Q4 2022. 710 funds tracked by Wall St. Rank hold SPDW as of Q1 2023.

  • Sovereign Financial Group reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2023 after selling out during the quarter.
  • Sovereign Financial Group sold 9,199 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2023, an estimated $273K.
  • Sovereign Financial Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and held it in 1 quarter.
  • Sovereign Financial Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $273K in Q4 2022.
  • 710 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2023.

Based on Sovereign Financial Group's 13F filing for Q1 2023, filed 4 May 2023.