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TD Ameritrade Investment Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

TD Ameritrade Investment Management’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 		– Sell
-2,566,172
Closed -$83.5M – 411
2023
Q2 		$83.5M Sell
2,566,172
-17,861
-0.7% -$583K 0.89% 26
2023
Q1 		$83M Sell
2,584,033
-136,302
-5% -$4.3M 0.85% 26
2022
Q4 		$80.8M Sell
2,720,335
-89,422
-3% -$2.57M 0.81% 27
2022
Q3 		$72.5M Buy
2,809,757
+335,242
+14% +$9.67M 0.72% 29
2022
Q2 		$71.4M Sell
2,474,515
-136,373
-5% -$4.32M 0.63% 31
2022
Q1 		$89.5M Buy
2,610,888
+264,700
+11% +$9.18M 0.67% 31
2021
Q4 		$85.6M Sell
2,346,188
-384,950
-14% -$14.2M 0.6% 32
2021
Q3 		$79.9M Buy
2,731,138
+304,504
+13% +$11.3M 0.65% 31
2021
Q2 		$89.3M Sell
2,426,634
-185,441
-7% -$6.88M 0.63% 31
2021
Q1 		$88.2M Hold
2,612,075
– – 0.67% 31
2020
Q4 		$88.2M Sell
2,612,075
-119,063
-4% -$3.75M 0.67% 31
2020
Q3 		$79.9M Sell
2,731,138
-129,822
-5% -$3.79M 0.65% 31
2020
Q2 		$79M Sell
2,860,960
-607,693
-18% -$15.9M 0.66% 31
2020
Q1 		$83M Buy
3,468,653
+2,379,591
+218% +$68.1M 0.77% 30
2019
Q4 		$34.1M Sell
1,089,062
-17,362
-2% -$529K 0.26% 50
2019
Q3 		$32.5M Buy
1,106,424
+85,793
+8% +$2.49M 0.26% 46
2019
Q2 		$30.2M Sell
1,020,631
-52,695
-5% -$1.55M 0.25% 46
2019
Q1 		$31.4M Buy
1,073,326
+1,073,301
+4,293,204% +$30.6M 0.26% 45
2018
Q4 		$1K Buy
+25
New +$705 ﹤0.01% 567

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
TIAA Trust, National Association
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
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

TD Ameritrade Investment Management's SPDW Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2023, closing a stake of 2,566,172 shares — an estimated $83.5M sold.

TD Ameritrade Investment Management first reported a position in SPDW in Q4 2018 and held it in 19 quarters. The position peaked at $89.5M in Q1 2022. 757 funds tracked by Wall St. Rank hold SPDW as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 2,566,172 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2023, an estimated $83.5M.
  • TD Ameritrade Investment Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2018 and held it in 19 quarters.
  • TD Ameritrade Investment Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $89.5M in Q1 2022.
  • 757 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.