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Squar Milner Financial Services’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Squar Milner Financial Services’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
2020
Q3 		– Sell
-10,817
Closed -$299K – 166
2020
Q2 		$299K Buy
10,817
+1,485
+16% +$38.9K 0.17% 152
2020
Q1 		$223K Buy
9,332
+527
+6% +$15.1K 0.13% 152
2019
Q4 		$276K Buy
+8,805
New +$268K 0.14% 154
2019
Q3 		– Sell
-6,234
Closed -$184K – 634
2019
Q2 		$184K Buy
6,234
+185
+3% +$5.45K 0.12% 174
2019
Q1 		$176K Buy
6,049
+5,073
+520% +$145K 0.13% 181
2018
Q4 		$26K Hold
976
– – 0.03% 366
2018
Q3 		$30K Buy
+976
New +$29.8K 0.03% 367

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Squar Milner Financial Services's SPDW Position: Q3 2020 in Review

Squar Milner Financial Services sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2020, closing a stake of 10,817 shares — an estimated $299K sold.

Squar Milner Financial Services first reported a position in SPDW in Q3 2018 and held it in 7 quarters. The position peaked at $299K in Q2 2020. 416 funds tracked by Wall St. Rank hold SPDW as of Q3 2020.

  • Squar Milner Financial Services reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 10,817 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2020, an estimated $299K.
  • Squar Milner Financial Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $299K in Q2 2020.
  • 416 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.