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

Tobias Financial 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
2022 Q1	–	Sell	-45,473	Closed	-$1.66M	–	120
2021 Q4	$1.66M	Buy	+45,473	New	+$1.67M	0.13%	61
2020 Q2	–	Sell	-9,237	Closed	-$221K	–	67
2020 Q1	$221K	Sell	9,237 -250	-3%	-$7.16K	0.16%	47
2019 Q4	$297K	Buy	+9,487	New	+$289K	0.19%	43

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

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

SMM

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Tobias Financial Advisors's SPDW Position: Q1 2022 in Review

Tobias Financial Advisors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2022, closing a stake of 45,473 shares — an estimated $1.66M sold.

Tobias Financial Advisors first reported a position in SPDW in Q4 2019 and held it in 3 quarters. The position peaked at $1.66M in Q4 2021. 643 funds tracked by Wall St. Rank hold SPDW as of Q1 2022.

Tobias Financial Advisors reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2022 after selling out during the quarter.
Tobias Financial Advisors sold 45,473 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2022, an estimated $1.66M.
Tobias Financial Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and held it in 3 quarters.
Tobias Financial Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.66M in Q4 2021.
643 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2022.

Based on Tobias Financial Advisors's 13F filing for Q1 2022, filed 9 May 2022.