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Stegent Equity Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Stegent Equity Advisors’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
Q3 		– Sell
-15,482
Closed -$446K – 72
2022
Q2 		$446K Buy
15,482
+128
+0.8% +$4.05K 0.58% 48
2022
Q1 		$526K Buy
15,354
+691
+5% +$24K 0.44% 53
2021
Q4 		$534K Buy
+14,663
New +$539K 0.43% 56

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
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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stegent Equity Advisors's SPDW Position: Q3 2022 in Review

Stegent Equity Advisors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2022, closing a stake of 15,482 shares — an estimated $446K sold.

Stegent Equity Advisors first reported a position in SPDW in Q4 2021 and held it in 3 quarters. The position peaked at $534K in Q4 2021. 621 funds tracked by Wall St. Rank hold SPDW as of Q3 2022.

  • Stegent Equity Advisors reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2022 after selling out during the quarter.
  • Stegent Equity Advisors sold 15,482 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2022, an estimated $446K.
  • Stegent Equity Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and held it in 3 quarters.
  • Stegent Equity Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $534K in Q4 2021.
  • 621 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2022.

Based on Stegent Equity Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.