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Straight Path Wealth Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Straight Path Wealth Management’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
Q4 		– Sell
-113,531
Closed -$2.93M – 75
2022
Q3 		$2.93M Buy
113,531
+3,993
+4% +$115K 2.63% 12
2022
Q2 		$3.16M Sell
109,538
-446
-0.4% -$14.1K 3.09% 8
2022
Q1 		$3.77M Buy
109,984
+15,500
+16% +$538K 3.19% 5
2021
Q4 		$3.45M Buy
+94,484
New +$3.48M 3% 6

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Straight Path Wealth Management's SPDW Position: Q4 2022 in Review

Straight Path Wealth Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2022, closing a stake of 113,531 shares — an estimated $2.93M sold.

Straight Path Wealth Management first reported a position in SPDW in Q4 2021 and held it in 4 quarters. The position peaked at $3.77M in Q1 2022. 690 funds tracked by Wall St. Rank hold SPDW as of Q4 2022.

  • Straight Path Wealth Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2022 after selling out during the quarter.
  • Straight Path Wealth Management sold 113,531 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2022, an estimated $2.93M.
  • Straight Path Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and held it in 4 quarters.
  • Straight Path Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $3.77M in Q1 2022.
  • 690 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2022.

Based on Straight Path Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.