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Syverson Strege & Co’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Syverson Strege & Co’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
Q2 		– Sell
-189
Closed -$6.07K – 534
2023
Q1 		$6.07K Buy
+189
New +$5.97K ﹤0.01% 309

Other funds holding SPDW

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Syverson Strege & Co's SPDW Position: Q2 2023 in Review

Syverson Strege & Co sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2023, closing a stake of 189 shares — an estimated $6.07K sold.

Syverson Strege & Co first reported a position in SPDW in Q1 2023 and held it in 1 quarter. The position peaked at $6.07K in Q1 2023. 737 funds tracked by Wall St. Rank hold SPDW as of Q2 2023.

  • Syverson Strege & Co reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 189 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2023, an estimated $6.07K.
  • Syverson Strege & Co first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2023 and held it in 1 quarter.
  • Syverson Strege & Co's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $6.07K in Q1 2023.
  • 737 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.