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

Transamerica 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
2023 Q1	–	Sell	-1,499	Closed	-$45K	–	695
2022 Q4	$45K	Sell	1,499 -14	-0.9%	-$402	0.01%	286
2022 Q3	$40K	Sell	1,513 -13	-0.9%	-$375	0.01%	282
2022 Q2	$44K	Buy	+1,526	New	+$48.3K	0.01%	281
2020 Q3	–	Sell	-2,223	Closed	-$62K	–	435
2020 Q2	$62K	Buy	+2,223	New	+$58.2K	0.01%	196

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

Transamerica Financial Advisors's SPDW Position: Q1 2023 in Review

Transamerica Financial Advisors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2023, closing a stake of 1,499 shares — an estimated $45K sold.

Transamerica Financial Advisors first reported a position in SPDW in Q2 2020 and held it in 4 quarters. The position peaked at $62K in Q2 2020. 710 funds tracked by Wall St. Rank hold SPDW as of Q1 2023.

Transamerica Financial Advisors reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2023 after selling out during the quarter.
Transamerica Financial Advisors sold 1,499 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2023, an estimated $45K.
Transamerica Financial Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2020 and held it in 4 quarters.
Transamerica Financial Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $62K in Q2 2020.
710 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2023.

Based on Transamerica Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.