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

Summit X LLC’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
-33,867
Closed -$877K – 260
2022
Q3 		$877K Buy
+33,867
New +$976K 0.26% 84

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
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
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Summit X LLC's SPDW Position: Q4 2022 in Review

Summit X LLC sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2022, closing a stake of 33,867 shares — an estimated $877K sold.

Summit X LLC first reported a position in SPDW in Q3 2022 and held it in 1 quarter. The position peaked at $877K in Q3 2022. 691 funds tracked by Wall St. Rank hold SPDW as of Q4 2022.

  • Summit X LLC reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2022 after selling out during the quarter.
  • Summit X LLC sold 33,867 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2022, an estimated $877K.
  • Summit X LLC first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2022 and held it in 1 quarter.
  • Summit X LLC's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $877K in Q3 2022.
  • 691 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2022.

Based on Summit X LLC's 13F filing for Q4 2022, filed 3 Feb 2023.