WA
SPDW icon

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

WFG 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
2015
Q1 		– Sell
-484
Closed -$13K – 2059
2014
Q4 		$13K Buy
+484
New +$13.4K ﹤0.01% 1371

Other funds holding SPDW

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WFG Advisors's SPDW Position: Q1 2015 in Review

WFG Advisors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2015, closing a stake of 484 shares — an estimated $13K sold.

WFG Advisors first reported a position in SPDW in Q4 2014 and held it in 1 quarter. The position peaked at $13K in Q4 2014. 50 funds tracked by Wall St. Rank hold SPDW as of Q1 2015.

  • WFG Advisors reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 484 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2015, an estimated $13K.
  • WFG Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2014 and held it in 1 quarter.
  • WFG Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $13K in Q4 2014.
  • 50 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.