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

Sterling Financial Planning’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
Q4 		– Sell
-1,150
Closed -$42K – 347
2021
Q3 		$42K Buy
1,150
+400
+53% +$14.9K 0.03% 200
2021
Q2 		$28K Buy
+750
New +$27.8K 0.02% 229

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
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Sterling Financial Planning's SPDW Position: Q4 2021 in Review

Sterling Financial Planning sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2021, closing a stake of 1,150 shares — an estimated $42K sold.

Sterling Financial Planning first reported a position in SPDW in Q2 2021 and held it in 2 quarters. The position peaked at $42K in Q3 2021. 651 funds tracked by Wall St. Rank hold SPDW as of Q4 2021.

  • Sterling Financial Planning reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 1,150 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2021, an estimated $42K.
  • Sterling Financial Planning first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2021 and held it in 2 quarters.
  • Sterling Financial Planning's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $42K in Q3 2021.
  • 651 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.