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Stokes Family Office’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Stokes Family Office’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
Q4 		– Sell
-12,114
Closed -$376K – 323
2023
Q3 		$376K Hold
12,114
– – 0.04% 212
2023
Q2 		$394K Buy
+12,114
New +$395K 0.05% 209

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Stokes Family Office's SPDW Position: Q4 2023 in Review

Stokes Family Office sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2023, closing a stake of 12,114 shares — an estimated $376K sold.

Stokes Family Office first reported a position in SPDW in Q2 2023 and held it in 2 quarters. The position peaked at $394K in Q2 2023. 842 funds tracked by Wall St. Rank hold SPDW as of Q4 2023.

  • Stokes Family Office reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2023 after selling out during the quarter.
  • Stokes Family Office sold 12,114 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2023, an estimated $376K.
  • Stokes Family Office first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2023 and held it in 2 quarters.
  • Stokes Family Office's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $394K in Q2 2023.
  • 842 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2023.

Based on Stokes Family Office's 13F filing for Q4 2023, filed 6 Feb 2024.