WF
SPDW icon

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

Welch & Forbes’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
2020
Q3 		– Sell
-7,480
Closed -$206K – 359
2020
Q2 		$206K Buy
+7,480
New +$196K ﹤0.01% 339

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Welch & Forbes's SPDW Position: Q3 2020 in Review

Welch & Forbes sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2020, closing a stake of 7,480 shares — an estimated $206K sold.

Welch & Forbes first reported a position in SPDW in Q2 2020 and held it in 1 quarter. The position peaked at $206K in Q2 2020. 416 funds tracked by Wall St. Rank hold SPDW as of Q3 2020.

  • Welch & Forbes reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2020 after selling out during the quarter.
  • Welch & Forbes sold 7,480 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2020, an estimated $206K.
  • Welch & Forbes first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2020 and held it in 1 quarter.
  • Welch & Forbes's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $206K in Q2 2020.
  • 416 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2020.

Based on Welch & Forbes's 13F filing for Q3 2020, filed 23 Oct 2020.