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

Wealthstreet Investment Advisors’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
-51,500
Closed -$1.82M – 286
2021
Q1 		$1.82M Hold
51,500
– – 0.18% 124
2020
Q4 		$1.74M Hold
51,500
– – 0.18% 126
2020
Q3 		$1.51M Hold
51,500
– – 0.17% 122
2020
Q2 		$1.42M Hold
51,500
– – 0.17% 119
2020
Q1 		$1.23M Buy
+51,500
New +$1.47M 0.18% 112

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

Wealthstreet Investment Advisors's SPDW Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2021, closing a stake of 51,500 shares — an estimated $1.82M sold.

Wealthstreet Investment Advisors first reported a position in SPDW in Q1 2020 and held it in 5 quarters. The position peaked at $1.82M in Q1 2021. 558 funds tracked by Wall St. Rank hold SPDW as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 51,500 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2021, an estimated $1.82M.
  • Wealthstreet Investment Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2020 and held it in 5 quarters.
  • Wealthstreet Investment Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.82M 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 Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.