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

Stratford Consulting’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
Q1 		$172K Buy
+7,164
New +$205K 0.08% 56

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stratford Consulting's SPDW Position: Q1 2020 in Review

Stratford Consulting opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2020: 7,164 shares worth $172K. The stake represents 0.08% of the portfolio and ranks #56 among its holdings.

395 funds tracked by Wall St. Rank hold SPDW as of Q1 2020.

  • Stratford Consulting held 7,164 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $172K as of Q1 2020.
  • State Street SPDR Portfolio Developed World ex-US ETF was a new Stratford Consulting position in Q1 2020.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.08% of Stratford Consulting's portfolio in Q1 2020, its #56 holding.
  • 395 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.