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

TCI 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 Q1	–	Sell	-53	Closed	-$1.57K	–	2625
2022 Q4	$1.57K	Hold	53	–	–	﹤0.01%	2024
2022 Q3	$1K	Hold	53	–	–	﹤0.01%	2159
2022 Q2	$2K	Hold	53	–	–	﹤0.01%	2048
2022 Q1	$2K	Hold	53	–	–	﹤0.01%	2028
2021 Q4	$2K	Sell	53 -54	-50%	-$1.99K	﹤0.01%	2122
2021 Q3	$4K	Buy	107 +54	+102%	+$2K	﹤0.01%	1817
2021 Q2	$2K	Hold	53	–	–	﹤0.01%	2088
2021 Q1	$2K	Hold	53	–	–	﹤0.01%	1891
2020 Q4	$2K	Hold	53	–	–	﹤0.01%	1270
2020 Q3	$2K	Hold	53	–	–	﹤0.01%	1178
2020 Q2	$1K	Hold	53	–	–	﹤0.01%	1350
2020 Q1	$1K	Hold	53	–	–	﹤0.01%	1338
2019 Q4	$2K	Hold	53	–	–	﹤0.01%	1198
2019 Q3	$2K	Hold	53	–	–	﹤0.01%	1138
2019 Q2	$2K	Buy	+53	New	+$1.56K	﹤0.01%	1062
2019 Q1	–	Sell	-1,112	Closed	-$29K	–	1536
2018 Q4	$29K	Buy	1,112 +1,021	+1,122%	+$28.8K	0.01%	411
2018 Q3	$3K	Buy	+91	New	+$2.78K	﹤0.01%	953
2015 Q3	–	Sell	-1,052	Closed	-$30K	–	1012
2015 Q2	$30K	Buy	+1,052	New	+$30.8K	0.02%	339

Other funds holding SPDW

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $1.16B AUM 20.57% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCI Wealth Advisors's SPDW Position: Q1 2023 in Review

TCI Wealth Advisors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2023, closing a stake of 53 shares — an estimated $1.57K sold.

TCI Wealth Advisors first reported a position in SPDW in Q2 2015 and held it in 18 quarters. The position peaked at $30K in Q2 2015. 709 funds tracked by Wall St. Rank hold SPDW as of Q1 2023.

TCI Wealth Advisors reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 53 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2023, an estimated $1.57K.
TCI Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2015 and held it in 18 quarters.
TCI Wealth Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $30K in Q2 2015.
709 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.