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

Wealth Advisors of Tampa Bay’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
2024
Q1 		– Sell
-7,911
Closed -$269K – 85
2023
Q4 		$269K Buy
+7,911
New +$251K 0.14% 70

Other funds holding SPDW

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $445B AUM 25.58% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Wealth Advisors of Tampa Bay's SPDW Position: Q1 2024 in Review

Wealth Advisors of Tampa Bay sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2024, closing a stake of 7,911 shares — an estimated $269K sold.

Wealth Advisors of Tampa Bay first reported a position in SPDW in Q4 2023 and held it in 1 quarter. The position peaked at $269K in Q4 2023. 851 funds tracked by Wall St. Rank hold SPDW as of Q1 2024.

  • Wealth Advisors of Tampa Bay reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2024 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 7,911 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2024, an estimated $269K.
  • Wealth Advisors of Tampa Bay first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and held it in 1 quarter.
  • Wealth Advisors of Tampa Bay's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $269K in Q4 2023.
  • 851 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2024.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2024, filed 6 May 2024.