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

True Link 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
-1,716
Closed -$63K – 253
2021
Q4 		$63K Sell
1,716
-132
-7% -$4.86K 0.01% 440
2021
Q3 		$67K Sell
1,848
-3
-0.2% -$111 0.01% 430
2021
Q2 		$68K Sell
1,851
-436
-19% -$16.2K 0.01% 390
2021
Q1 		$81K Sell
2,287
-676
-23% -$23.7K 0.01% 435
2020
Q4 		$100K Buy
+2,963
New +$93.4K 0.02% 431

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
HI
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

True Link Financial Advisors's SPDW Position: Q1 2022 in Review

True Link Financial Advisors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2022, closing a stake of 1,716 shares — an estimated $63K sold.

True Link Financial Advisors first reported a position in SPDW in Q4 2020 and held it in 5 quarters. The position peaked at $100K in Q4 2020. 643 funds tracked by Wall St. Rank hold SPDW as of Q1 2022.

  • True Link 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.
  • True Link Financial Advisors sold 1,716 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2022, an estimated $63K.
  • True Link Financial Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and held it in 5 quarters.
  • True Link Financial Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $100K in Q4 2020.
  • 643 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2022.

Based on True Link Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.