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

Verus Financial Partners’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
2013
Q3 		– Sell
-7,161
Closed -$180K – 43
2013
Q2 		$180K Buy
+7,161
New +$190K 0.1% 41

Other funds holding SPDW

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Verus Financial Partners's SPDW Position: Q3 2013 in Review

Verus Financial Partners sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2013, closing a stake of 7,161 shares — an estimated $180K sold.

Verus Financial Partners first reported a position in SPDW in Q2 2013 and held it in 1 quarter. The position peaked at $180K in Q2 2013. 34 funds tracked by Wall St. Rank hold SPDW as of Q3 2013.

  • Verus Financial Partners reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2013 after selling out during the quarter.
  • Verus Financial Partners sold 7,161 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2013, an estimated $180K.
  • Verus Financial Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2013 and held it in 1 quarter.
  • Verus Financial Partners's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $180K in Q2 2013.
  • 34 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2013.

Based on Verus Financial Partners's 13F filing for Q3 2013, filed 24 Oct 2013.