Waterloo Capital’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Waterloo Capital’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
2020 Q1	$2.88M	Buy	+120,358	New	+$3.44M	2.05%	9

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Waterloo Capital's SPDW Position: Q1 2020 in Review

Waterloo Capital opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2020: 120,358 shares worth $2.88M. The stake represents 2.05% of the portfolio and ranks #9 among its holdings.

395 funds tracked by Wall St. Rank hold SPDW as of Q1 2020.

Waterloo Capital held 120,358 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.88M as of Q1 2020.
State Street SPDR Portfolio Developed World ex-US ETF was a new Waterloo Capital position in Q1 2020.
State Street SPDR Portfolio Developed World ex-US ETF made up 2.05% of Waterloo Capital's portfolio in Q1 2020, its #9 holding.
395 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2020.

Based on Waterloo Capital's 13F filing for Q1 2020, filed 1 Jun 2020.