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

Westover Capital 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
2022
Q3 		– Sell
-11,303
Closed -$326K – 168
2022
Q2 		$326K Sell
11,303
-28,025
-71% -$887K 0.12% 117
2022
Q1 		$1.35M Sell
39,328
-1,265
-3% -$43.9K 0.42% 61
2021
Q4 		$1.48M Sell
40,593
-1,364
-3% -$50.2K 0.43% 64
2021
Q3 		$1.52M Sell
41,957
-548
-1% -$20.3K 0.48% 62
2021
Q2 		$1.56M Sell
42,505
-728
-2% -$27K 0.5% 59
2021
Q1 		$1.53M Sell
43,233
-26,279
-38% -$921K 0.53% 58
2020
Q4 		$2.35M Sell
69,512
-3,573
-5% -$113K 0.85% 31
2020
Q3 		$2.14M Sell
73,085
-1,332
-2% -$38.9K 0.88% 35
2020
Q2 		$2.06M Sell
74,417
-42,514
-36% -$1.11M 0.96% 37
2020
Q1 		$2.8M Buy
+116,931
New +$3.35M 1.51% 23
2018
Q3 		– Sell
-129,929
Closed -$3.95M – 122
2018
Q2 		$3.95M Buy
129,929
+15,729
+14% +$497K 2.13% 12
2018
Q1 		$3.59M Buy
114,200
+35,433
+45% +$1.14M 1.95% 14
2017
Q4 		$2.5M Buy
+78,767
New +$2.46M 1.37% 25

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Westover Capital Advisors's SPDW Position: Q3 2022 in Review

Westover Capital Advisors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2022, closing a stake of 11,303 shares — an estimated $326K sold.

Westover Capital Advisors first reported a position in SPDW in Q4 2017 and held it in 13 quarters. The position peaked at $3.95M in Q2 2018. 620 funds tracked by Wall St. Rank hold SPDW as of Q3 2022.

  • Westover Capital Advisors reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2022 after selling out during the quarter.
  • Westover Capital Advisors sold 11,303 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2022, an estimated $326K.
  • Westover Capital Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2017 and held it in 13 quarters.
  • Westover Capital Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $3.95M in Q2 2018.
  • 620 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2022.

Based on Westover Capital Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.