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

Sutton Wealth Advisors’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
2023 Q3	$947	Hold	31	–	–	﹤0.01%	794
2023 Q2	$994	Buy	31 +1	+3%	+$33	﹤0.01%	774
2023 Q1	$964	Hold	30	–	–	﹤0.01%	733
2022 Q4	$891	Hold	30	–	–	﹤0.01%	1356
2022 Q3	$774	Hold	30	–	–	﹤0.01%	1366
2022 Q2	$865	Hold	30	–	–	﹤0.01%	1325
2022 Q1	$1.03K	Hold	30	–	–	﹤0.01%	1336
2021 Q4	$1.09K	Hold	30	–	–	﹤0.01%	1308
2021 Q3	$1.09K	Hold	30	–	–	﹤0.01%	1237
2021 Q2	$1.1K	Hold	30	–	–	﹤0.01%	1222
2021 Q1	$1.06K	Hold	30	–	–	﹤0.01%	1197
2020 Q4	$1.01K	Hold	30	–	–	﹤0.01%	1181
2020 Q3	$878	Hold	30	–	–	﹤0.01%	1151
2020 Q2	$829	Hold	30	–	–	﹤0.01%	1141
2020 Q1	$718	Buy	30 +10	+50%	+$286	﹤0.01%	1124
2019 Q4	$627	Hold	20	–	–	﹤0.01%	1142
2019 Q3	$587	Buy	+20	New	+$580	﹤0.01%	1152

Other funds holding SPDW

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Sutton Wealth Advisors's SPDW Position: Q3 2023 in Review

Sutton Wealth Advisors held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q3 2023 at 31 shares worth $947. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Sutton Wealth Advisors first reported a position in SPDW in Q3 2019 and has held it in 17 quarters since. The position peaked at $1.1K in Q2 2021. 757 funds tracked by Wall St. Rank hold SPDW as of Q3 2023.

Sutton Wealth Advisors held 31 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $947 as of Q3 2023.
Sutton Wealth Advisors left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q3 2023.
State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #794 holding.
Sutton Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2019 and has held it in 17 quarters since.
Sutton Wealth Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.1K in Q2 2021.
757 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.