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

Ten Capital 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 Q2	$5.41M	Buy	166,179 +3,043	+2%	+$99.3K	1.57%	13
2023 Q1	$5.24M	Buy	163,136 +4,181	+3%	+$132K	1.7%	10
2022 Q4	$4.72M	Buy	158,955 +5,389	+4%	+$155K	1.89%	11
2022 Q3	$3.96M	Buy	153,566 +2,357	+2%	+$68K	1.8%	12
2022 Q2	$4.36M	Sell	151,209 -14,122	-9%	-$447K	1.9%	10
2022 Q1	$5.67M	Buy	165,331 +66,732	+68%	+$2.32M	2.37%	10
2021 Q4	$3.6M	Buy	98,599 +21,969	+29%	+$808K	1.47%	15
2021 Q3	$2.77M	Buy	76,630 +41,443	+118%	+$1.54M	1.3%	15
2021 Q2	$1.29M	Buy	35,187 +16,154	+85%	+$599K	0.29%	72
2021 Q1	$673K	Buy	19,033 +7,915	+71%	+$277K	0.16%	80
2020 Q4	$375K	Buy	+11,118	New	+$350K	0.1%	99

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

SMM

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Ten Capital Wealth Advisors's SPDW Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.9% in Q2 2023, buying an estimated $99.3K and bringing the position to 166,179 shares worth $5.41M. The position accounts for 1.57% of the portfolio, ranked #13.

Ten Capital Wealth Advisors first reported a position in SPDW in Q4 2020 and has held it in 11 quarters since. The position peaked at $5.67M in Q1 2022. 737 funds tracked by Wall St. Rank hold SPDW as of Q2 2023.

Ten Capital Wealth Advisors held 166,179 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $5.41M as of Q2 2023.
Ten Capital Wealth Advisors bought 3,043 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2023, an estimated $99.3K.
State Street SPDR Portfolio Developed World ex-US ETF made up 1.57% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #13 holding.
Ten Capital Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and has held it in 11 quarters since.
Ten Capital Wealth Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $5.67M in Q1 2022.
737 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.