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

V Wealth 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
Q3 		– Sell
-14,165
Closed -$409K – 409
2022
Q2 		$409K Buy
+14,165
New +$448K 0.08% 250

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
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

V Wealth Advisors's SPDW Position: Q3 2022 in Review

V Wealth Advisors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2022, closing a stake of 14,165 shares — an estimated $409K sold.

V Wealth Advisors first reported a position in SPDW in Q2 2022 and held it in 1 quarter. The position peaked at $409K in Q2 2022. 621 funds tracked by Wall St. Rank hold SPDW as of Q3 2022.

  • V Wealth Advisors reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2022 after selling out during the quarter.
  • V Wealth Advisors sold 14,165 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2022, an estimated $409K.
  • V Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2022 and held it in 1 quarter.
  • V Wealth Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $409K in Q2 2022.
  • 621 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2022.

Based on V Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.