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

Surevest’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
Q3 		$686K Sell
26,593
-5,499
-17% -$159K 0.19% 108
2022
Q2 		$926K Buy
32,092
+98
+0.3% +$3.1K 0.24% 91
2022
Q1 		$1.1M Sell
31,994
-381
-1% -$13.2K 0.26% 88
2021
Q4 		$1.18M Sell
32,375
-34
-0.1% -$1.25K 0.28% 74
2021
Q3 		$1.17M Sell
32,409
-92
-0.3% -$3.42K 0.3% 73
2021
Q2 		$1.2M Buy
32,501
+48
+0.1% +$1.78K 0.31% 71
2021
Q1 		$1.15M Sell
32,453
-299
-0.9% -$10.5K 0.35% 70
2020
Q4 		$1.1M Sell
32,752
-9
-0% -$284 0.37% 67
2020
Q3 		$959K Sell
32,761
-55
-0.2% -$1.61K 0.38% 65
2020
Q2 		$906K Sell
32,816
-17,126
-34% -$448K 0.4% 64
2020
Q1 		$1.2M Sell
49,942
-127,073
-72% -$3.64M 0.65% 65
2019
Q4 		$5.55M Sell
177,015
-1,185
-0.7% -$36.1K 2.37% 4
2019
Q3 		$5.23M Sell
178,200
-1,385
-0.8% -$40.2K 2.57% 7
2019
Q2 		$5.31M Buy
179,585
+28,923
+19% +$852K 2.76% 6
2019
Q1 		$4.4M Buy
150,662
+8,495
+6% +$242K 2.71% 6
2018
Q4 		$3.76M Buy
+142,167
New +$4.01M 2.97% 5

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
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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Surevest's SPDW Position: Q3 2022 in Review

Surevest reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 17% in Q3 2022, selling an estimated $159K and leaving 26,593 shares worth $686K. The position accounts for 0.19% of the portfolio, ranked #108.

Surevest first reported a position in SPDW in Q4 2018 and has held it in 16 quarters since. The position peaked at $5.55M in Q4 2019. 621 funds tracked by Wall St. Rank hold SPDW as of Q3 2022.

  • Surevest held 26,593 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $686K as of Q3 2022.
  • Surevest sold 5,499 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2022, an estimated $159K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.19% of Surevest's portfolio in Q3 2022, its #108 holding.
  • Surevest first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2018 and has held it in 16 quarters since.
  • Surevest's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $5.55M in Q4 2019.
  • 621 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.