TSA
SPDW icon

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

Tri-Star 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
2021
Q4 		– Sell
-5,675
Closed -$209K – 54
2021
Q3 		$209K Buy
+5,675
New +$211K 0.09% 48

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Tri-Star Advisors's SPDW Position: Q4 2021 in Review

Tri-Star Advisors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2021, closing a stake of 5,675 shares — an estimated $209K sold.

Tri-Star Advisors first reported a position in SPDW in Q3 2021 and held it in 1 quarter. The position peaked at $209K in Q3 2021. 651 funds tracked by Wall St. Rank hold SPDW as of Q4 2021.

  • Tri-Star Advisors reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2021 after selling out during the quarter.
  • Tri-Star Advisors sold 5,675 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2021, an estimated $209K.
  • Tri-Star Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2021 and held it in 1 quarter.
  • Tri-Star Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $209K in Q3 2021.
  • 651 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2021.

Based on Tri-Star Advisors's 13F filing for Q4 2021, filed 13 Jan 2022.