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

Wealth Management Solutions’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
2023 Q3	$569K	Buy	18,352 +214	+1%	+$6.91K	0.39%	31
2023 Q2	$590K	Buy	18,138 +700	+4%	+$22.8K	0.38%	31
2023 Q1	$560K	Sell	17,438 -18,992	-52%	-$599K	0.32%	33
2022 Q4	$1.08M	Sell	36,430 -25,523	-41%	-$733K	0.57%	20
2022 Q3	$1.6M	Sell	61,953 -32,579	-34%	-$939K	0.93%	18
2022 Q2	$2.73M	Sell	94,532 -77,261	-45%	-$2.45M	1.53%	15
2022 Q1	$5.89M	Sell	171,793 -21,169	-11%	-$734K	3.06%	10
2021 Q4	$7.04M	Buy	+192,962	New	+$7.1M	3.62%	7

Other funds holding SPDW

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

AOI

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

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

SMM

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Wealth Management Solutions's SPDW Position: Q3 2023 in Review

Wealth Management Solutions increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.2% in Q3 2023, buying an estimated $6.91K and bringing the position to 18,352 shares worth $569K. The position accounts for 0.39% of the portfolio, ranked #31.

Wealth Management Solutions first reported a position in SPDW in Q4 2021 and has held it in 8 quarters since. The position peaked at $7.04M in Q4 2021. 757 funds tracked by Wall St. Rank hold SPDW as of Q3 2023.

Wealth Management Solutions held 18,352 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $569K as of Q3 2023.
Wealth Management Solutions bought 214 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2023, an estimated $6.91K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.39% of Wealth Management Solutions's portfolio in Q3 2023, its #31 holding.
Wealth Management Solutions first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 8 quarters since.
Wealth Management Solutions's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $7.04M in Q4 2021.
757 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.