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

Stewardship 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
2020
Q2 		– Sell
-26,642
Closed -$638K – 37
2020
Q1 		$638K Sell
26,642
-11,658
-30% -$334K 0.41% 28
2019
Q4 		$1.2M Buy
+38,300
New +$1.17M 0.75% 30

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stewardship Advisors's SPDW Position: Q2 2020 in Review

Stewardship Advisors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2020, closing a stake of 26,642 shares — an estimated $638K sold.

Stewardship Advisors first reported a position in SPDW in Q4 2019 and held it in 2 quarters. The position peaked at $1.2M in Q4 2019. 410 funds tracked by Wall St. Rank hold SPDW as of Q2 2020.

  • Stewardship Advisors reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2020 after selling out during the quarter.
  • Stewardship Advisors sold 26,642 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2020, an estimated $638K.
  • Stewardship Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and held it in 2 quarters.
  • Stewardship Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.2M in Q4 2019.
  • 410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2020.

Based on Stewardship Advisors's 13F filing for Q2 2020, filed 16 Jul 2020.