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

West Financial 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
2023
Q2 		– Sell
-200
Closed -$6.42K – 199
2023
Q1 		$6.42K Hold
200
– – ﹤0.01% 126
2022
Q4 		$5.94K Hold
200
– – ﹤0.01% 124
2022
Q3 		$5K Hold
200
– – ﹤0.01% 150
2022
Q2 		$6K Hold
200
– – ﹤0.01% 136
2022
Q1 		$7K Buy
200
+70
+54% +$2.43K ﹤0.01% 155
2021
Q4 		$5K Hold
130
– – ﹤0.01% 158
2021
Q3 		$5K Hold
130
– – ﹤0.01% 133
2021
Q2 		$5K Hold
130
– – ﹤0.01% 130
2021
Q1 		$5K Hold
130
– – ﹤0.01% 130
2020
Q4 		$4K Buy
+130
New +$4.1K ﹤0.01% 134

Other funds holding SPDW

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

West Financial Advisors's SPDW Position: Q2 2023 in Review

West Financial Advisors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2023, closing a stake of 200 shares — an estimated $6.42K sold.

West Financial Advisors first reported a position in SPDW in Q4 2020 and held it in 10 quarters. The position peaked at $7K in Q1 2022. 737 funds tracked by Wall St. Rank hold SPDW as of Q2 2023.

  • West Financial Advisors reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2023 after selling out during the quarter.
  • West Financial Advisors sold 200 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2023, an estimated $6.42K.
  • West Financial Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and held it in 10 quarters.
  • West Financial Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $7K in Q1 2022.
  • 737 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2023.

Based on West Financial Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.