UTC
SPDW icon

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

Unified Trust Company’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
Q3 		$279K Buy
7,696
+822
+12% +$30.5K 0.08% 75
2021
Q2 		$253K Buy
+6,874
New +$255K 0.08% 73

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
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Unified Trust Company's SPDW Position: Q3 2021 in Review

Unified Trust Company increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 12% in Q3 2021, buying an estimated $30.5K and bringing the position to 7,696 shares worth $279K. The position accounts for 0.08% of the portfolio, ranked #75.

Unified Trust Company first reported a position in SPDW in Q2 2021 and has held it in 2 quarters since. 549 funds tracked by Wall St. Rank hold SPDW as of Q3 2021.

  • Unified Trust Company held 7,696 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $279K as of Q3 2021.
  • Unified Trust Company bought 822 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2021, an estimated $30.5K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.08% of Unified Trust Company's portfolio in Q3 2021, its #75 holding.
  • Unified Trust Company first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2021 and has held it in 2 quarters since.
  • 549 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2021.

Based on Unified Trust Company's 13F filing for Q3 2021, filed 23 Nov 2021.