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Tyler-Stone Wealth Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Tyler-Stone Wealth Management’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
2024
Q3 		– Sell
-1,111
Closed -$39K – 850
2024
Q2 		$39K Hold
1,111
– – 0.02% 410
2024
Q1 		$39.8K Buy
1,111
+556
+100% +$19.1K 0.02% 400
2023
Q4 		$18.9K Hold
555
– – 0.01% 512
2023
Q3 		$17K Hold
555
– – 0.01% 514
2023
Q2 		$18K Buy
+555
New +$18.1K 0.01% 501
2022
Q4 		$11K Hold
355
– – 0.01% 546
2022
Q3 		$9K Hold
355
– – 0.01% 559
2022
Q2 		$10K Hold
355
– – 0.01% 558
2022
Q1 		$12K Hold
355
– – 0.01% 544
2021
Q4 		$13K Buy
+355
New +$13.1K 0.01% 568

Other funds holding SPDW

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tyler-Stone Wealth Management's SPDW Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2024, closing a stake of 1,111 shares — an estimated $39K sold.

Tyler-Stone Wealth Management first reported a position in SPDW in Q4 2021 and held it in 10 quarters. The position peaked at $39.8K in Q1 2024. 888 funds tracked by Wall St. Rank hold SPDW as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 1,111 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2024, an estimated $39K.
  • Tyler-Stone Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $39.8K in Q1 2024.
  • 888 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.