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Summit Securities Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Summit Securities Group’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
2014
Q1 		– Sell
-200
Closed -$6K – 557
2013
Q4 		$6K Buy
+200
New +$5.73K ﹤0.01% 377

Other funds holding SPDW

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $259M AUM 14.87% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Securities Group's SPDW Position: Q1 2014 in Review

Summit Securities Group sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2014, closing a stake of 200 shares — an estimated $6K sold.

Summit Securities Group first reported a position in SPDW in Q4 2013 and held it in 1 quarter. The position peaked at $6K in Q4 2013. 43 funds tracked by Wall St. Rank hold SPDW as of Q1 2014.

  • Summit Securities Group reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2014 after selling out during the quarter.
  • Summit Securities Group sold 200 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2014, an estimated $6K.
  • Summit Securities Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2013 and held it in 1 quarter.
  • Summit Securities Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $6K in Q4 2013.
  • 43 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2014.

Based on Summit Securities Group's 13F filing for Q1 2014, filed 17 Apr 2014.