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

TRUADVICE’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	$2.3M	Buy	74,058 +1,539	+2%	+$49.7K	0.9%	27
2023 Q2	$2.37M	Sell	72,519 -12,763	-15%	-$417K	0.87%	29
2023 Q1	$2.81M	Sell	85,282 -3,118	-4%	-$98.4K	1.11%	19
2022 Q4	$2.83M	Sell	88,400 -11,801	-12%	-$339K	1.49%	13
2022 Q3	$2.76M	Buy	100,201 +180	+0.2%	+$5.19K	1.55%	13
2022 Q2	$3.03M	Buy	100,021 +39,697	+66%	+$1.26M	1.6%	18
2022 Q1	$1.92M	Sell	60,324 -30,605	-34%	-$1.06M	1.07%	22
2021 Q4	$3.22M	Buy	90,929 +11,505	+14%	+$423K	3.02%	7
2021 Q3	$3.02M	Sell	79,424 -51,085	-39%	-$1.9M	2.76%	8
2021 Q2	$4.79M	Buy	130,509 +3,361	+3%	+$125K	1.05%	18
2021 Q1	$4.7M	Sell	127,148 -1,967	-2%	-$69K	1.39%	13
2020 Q4	$4.4M	Sell	129,115 -3,066	-2%	-$96.6K	1.34%	16
2020 Q3	$3.94M	Buy	+132,181	New	+$3.86M	1.61%	14

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

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 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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

TRUADVICE's SPDW Position: Q3 2023 in Review

TRUADVICE increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.1% in Q3 2023, buying an estimated $49.7K and bringing the position to 74,058 shares worth $2.3M. The position accounts for 0.9% of the portfolio, ranked #27.

TRUADVICE first reported a position in SPDW in Q3 2020 and has held it in 13 quarters since. The position peaked at $4.79M in Q2 2021. 757 funds tracked by Wall St. Rank hold SPDW as of Q3 2023.

TRUADVICE held 74,058 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.3M as of Q3 2023.
TRUADVICE bought 1,539 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2023, an estimated $49.7K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.9% of TRUADVICE's portfolio in Q3 2023, its #27 holding.
TRUADVICE first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2020 and has held it in 13 quarters since.
TRUADVICE's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $4.79M in Q2 2021.
757 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.