W
SPDW icon

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

WealthOne’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
2021
Q2 		– Sell
-10,630
Closed -$376K – 137
2021
Q1 		$376K Buy
+10,630
New +$373K 0.16% 83
2020
Q4 		– Sell
-9,080
Closed -$266K – 120
2020
Q3 		$266K Buy
+9,080
New +$265K 0.15% 83
2019
Q1 		– Sell
-2,830
Closed -$75K – 468
2018
Q4 		$75K Buy
+2,830
New +$79.8K 0.07% 145

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WealthOne's SPDW Position: Q2 2021 in Review

WealthOne sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2021, closing a stake of 10,630 shares — an estimated $376K sold.

WealthOne first reported a position in SPDW in Q4 2018 and held it in 3 quarters. The position peaked at $376K in Q1 2021. 558 funds tracked by Wall St. Rank hold SPDW as of Q2 2021.

  • WealthOne reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2021 after selling out during the quarter.
  • WealthOne sold 10,630 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2021, an estimated $376K.
  • WealthOne first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2018 and held it in 3 quarters.
  • WealthOne's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $376K in Q1 2021.
  • 558 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2021.

Based on WealthOne's 13F filing for Q2 2021, filed 26 Jul 2021.