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

Washington Trust Bank’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 Q4	–	Sell	-11,827	Closed	-$306K	–	238
2022 Q3	$306K	Hold	11,827	–	–	0.04%	170
2022 Q2	$341K	Hold	11,827	–	–	0.04%	162
2022 Q1	$405K	Buy	+11,827	New	+$410K	0.05%	158
2019 Q2	–	Sell	-1,746	Closed	-$51K	–	491
2019 Q1	$51K	Hold	1,746	–	–	0.01%	335
2018 Q4	$46K	Hold	1,746	–	–	0.01%	349
2018 Q3	$54K	Hold	1,746	–	–	0.01%	361
2018 Q2	$53K	Hold	1,746	–	–	0.01%	375
2018 Q1	$55K	Hold	1,746	–	–	0.01%	385
2017 Q4	$55K	Hold	1,746	–	–	0.01%	415
2017 Q3	$54K	Hold	1,746	–	–	0.01%	404
2017 Q2	$51K	Hold	1,746	–	–	0.01%	376
2017 Q1	$48K	Hold	1,746	–	–	0.01%	398
2016 Q4	$45K	Hold	1,746	–	–	0.01%	407
2016 Q3	$46K	Hold	1,746	–	–	0.01%	388
2016 Q2	$44K	Hold	1,746	–	–	0.01%	389
2016 Q1	$44K	Hold	1,746	–	–	0.01%	395
2015 Q4	$45K	Hold	1,746	–	–	0.01%	402
2015 Q3	$44K	Hold	1,746	–	–	0.01%	407
2015 Q2	$49K	Hold	1,746	–	–	0.01%	428
2015 Q1	$49K	Hold	1,746	–	–	0.01%	440
2014 Q4	$47K	Buy	1,746 +900	+106%	+$24.8K	0.01%	469
2014 Q3	$24K	Buy	846 +416	+97%	+$12.3K	0.01%	571
2014 Q2	$13K	Hold	430	–	–	﹤0.01%	694
2014 Q1	$13K	Buy	+430	New	+$12.4K	﹤0.01%	674

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Washington Trust Bank's SPDW Position: Q4 2022 in Review

Washington Trust Bank sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2022, closing a stake of 11,827 shares — an estimated $306K sold.

Washington Trust Bank first reported a position in SPDW in Q1 2014 and held it in 24 quarters. The position peaked at $405K in Q1 2022. 690 funds tracked by Wall St. Rank hold SPDW as of Q4 2022.

Washington Trust Bank reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2022 after selling out during the quarter.
Washington Trust Bank sold 11,827 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2022, an estimated $306K.
Washington Trust Bank first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2014 and held it in 24 quarters.
Washington Trust Bank's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $405K in Q1 2022.
690 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2022.

Based on Washington Trust Bank's 13F filing for Q4 2022, filed 6 Feb 2023.