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

SVB Wealth’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
2021
Q2 		– Sell
-671
Closed -$23K – 1024
2021
Q1 		$23K Hold
671
– – ﹤0.01% 900
2020
Q4 		$22K Buy
+671
New +$21.1K ﹤0.01% 832

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
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SVB Wealth's SPDW Position: Q2 2021 in Review

SVB Wealth sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2021, closing a stake of 671 shares — an estimated $23K sold.

SVB Wealth first reported a position in SPDW in Q4 2020 and held it in 2 quarters. The position peaked at $23K in Q1 2021. 559 funds tracked by Wall St. Rank hold SPDW as of Q2 2021.

  • SVB Wealth reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2021 after selling out during the quarter.
  • SVB Wealth sold 671 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2021, an estimated $23K.
  • SVB Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and held it in 2 quarters.
  • SVB Wealth's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $23K in Q1 2021.
  • 559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2021.

Based on SVB Wealth's 13F filing for Q2 2021, filed 13 Aug 2021.