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

WealthPLAN Partners’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
Q3 		– Sell
-9,329
Closed -$327K – 295
2024
Q2 		$327K Buy
9,329
+448
+5% +$15.9K 0.04% 241
2024
Q1 		$318K Hold
8,881
– – 0.03% 251
2023
Q4 		$302K Sell
8,881
-1,067
-11% -$33.9K 0.03% 265
2023
Q3 		$308K Buy
9,948
+1,171
+13% +$37.8K 0.04% 261
2023
Q2 		$286K Buy
8,777
+23
+0.3% +$751 0.04% 248
2023
Q1 		$281K Hold
8,754
– – 0.03% 261
2022
Q4 		$283K Buy
+8,754
New +$251K 0.02% 327
2022
Q1 		$257K Buy
8,078
+26
+0.3% +$902 0.02% 342
2021
Q4 		$282K Buy
8,052
+270
+3% +$9.93K 0.02% 326
2021
Q3 		$286K Sell
7,782
-101
-1% -$3.75K 0.02% 320
2021
Q2 		$296K Sell
7,883
-123
-2% -$4.56K 0.02% 293
2021
Q1 		$290K Hold
8,006
– – 0.02% 279
2020
Q4 		$277K Buy
8,006
+310
+4% +$9.77K 0.02% 279
2020
Q3 		$241K Sell
7,696
-1,158
-13% -$33.8K 0.02% 279
2020
Q2 		$263K Sell
8,854
-203
-2% -$5.31K 0.03% 260
2020
Q1 		$226K Sell
9,057
-266,348
-97% -$7.62M 0.03% 223
2019
Q4 		$8.69M Buy
275,405
+9,193
+3% +$280K 1.03% 18
2019
Q3 		$8.16M Buy
266,212
+13,540
+5% +$393K 1.12% 16
2019
Q2 		$7.17M Buy
252,672
+7,272
+3% +$214K 1.08% 15
2019
Q1 		$7.12M Buy
245,400
+13,613
+6% +$388K 1.11% 17
2018
Q4 		$6.66M Buy
231,787
+8,685
+4% +$245K 1.07% 15
2018
Q3 		$6.17M Buy
223,102
+73,549
+49% +$2.25M 1.13% 17
2018
Q2 		$4.55M Buy
149,553
+1,317
+0.9% +$41.6K 0.93% 30
2018
Q1 		$4.66M Buy
148,236
+84,943
+134% +$2.73M 1.02% 22
2017
Q4 		$2.01M Buy
+63,293
New +$1.97M 0.54% 49

Other funds holding SPDW

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WealthPLAN Partners's SPDW Position: Q3 2024 in Review

WealthPLAN Partners sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2024, closing a stake of 9,329 shares — an estimated $327K sold.

WealthPLAN Partners first reported a position in SPDW in Q4 2017 and held it in 25 quarters. The position peaked at $8.69M in Q4 2019. 892 funds tracked by Wall St. Rank hold SPDW as of Q3 2024.

  • WealthPLAN Partners reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 9,329 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2024, an estimated $327K.
  • WealthPLAN Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2017 and held it in 25 quarters.
  • WealthPLAN Partners's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $8.69M in Q4 2019.
  • 892 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2024.

Based on WealthPLAN Partners's 13F filing for Q3 2024, filed 5 Nov 2024.