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

TAP Consulting’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 Q1	–	Sell	-87,090	Closed	-$2.59M	–	146
2022 Q4	$2.59M	Buy	87,090 +4,438	+5%	+$127K	0.68%	45
2022 Q3	$2.13M	Buy	82,652 +8,477	+11%	+$244K	0.57%	46
2022 Q2	$2.14M	Buy	74,175 +9,849	+15%	+$312K	0.59%	50
2022 Q1	$2.21M	Buy	64,326 +10,194	+19%	+$354K	0.58%	49
2021 Q4	$1.98M	Buy	54,132 +7,006	+15%	+$258K	0.45%	59
2021 Q3	$1.71M	Buy	47,126 +6,202	+15%	+$230K	0.46%	61
2021 Q2	$1.51M	Buy	40,924 +799	+2%	+$29.6K	0.42%	63
2021 Q1	$1.42M	Buy	40,125 +18,654	+87%	+$654K	0.44%	60
2020 Q4	$725K	Buy	21,471 +2,094	+11%	+$66K	0.26%	79
2020 Q3	$567K	Buy	19,377 +9,532	+97%	+$278K	0.22%	82
2020 Q2	$272K	Buy	+9,845	New	+$258K	0.13%	100

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

AOI

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

SMM

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TAP Consulting's SPDW Position: Q1 2023 in Review

TAP Consulting sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2023, closing a stake of 87,090 shares — an estimated $2.59M sold.

TAP Consulting first reported a position in SPDW in Q2 2020 and held it in 11 quarters. The position peaked at $2.59M in Q4 2022. 710 funds tracked by Wall St. Rank hold SPDW as of Q1 2023.

TAP Consulting reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2023 after selling out during the quarter.
TAP Consulting sold 87,090 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2023, an estimated $2.59M.
TAP Consulting first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2020 and held it in 11 quarters.
TAP Consulting's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.59M in Q4 2022.
710 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2023.

Based on TAP Consulting's 13F filing for Q1 2023, filed 18 Apr 2023.