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Wealthspire Advisors (Maryland)’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-2,097
Closed -$61K – 1783
2019
Q1 		$61K Hold
2,097
– – ﹤0.01% 830
2018
Q4 		$55K Buy
+2,097
New +$59.1K ﹤0.01% 824

Other funds holding SPDW

SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
CAW
Cornerstone Advisors (Washington) Bellevue, Washington $936M AUM 8.77% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SPDW Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2019, closing a stake of 2,097 shares — an estimated $61K sold.

Wealthspire Advisors (Maryland) first reported a position in SPDW in Q4 2018 and held it in 2 quarters. The position peaked at $61K in Q1 2019. 307 funds tracked by Wall St. Rank hold SPDW as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,097 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2019, an estimated $61K.
  • Wealthspire Advisors (Maryland) first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s State Street SPDR Portfolio Developed World ex-US ETF position peaked at $61K in Q1 2019.
  • 307 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.