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

Windsor Creek 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
Q4 		$12.3M Buy
336,365
+49,400
+17% +$1.82M 3.7% 4
2021
Q3 		$10.4M Buy
286,965
+279,465
+3,726% +$10.4M 2.98% 4
2021
Q2 		$276K Buy
+7,500
New +$278K 0.07% 155

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Windsor Creek Advisors's SPDW Position: Q4 2021 in Review

Windsor Creek Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 17% in Q4 2021, buying an estimated $1.82M and bringing the position to 336,365 shares worth $12.3M. The position accounts for 3.7% of the portfolio, ranked #4.

Windsor Creek Advisors first reported a position in SPDW in Q2 2021 and has held it in 3 quarters since. 651 funds tracked by Wall St. Rank hold SPDW as of Q4 2021.

  • Windsor Creek Advisors held 336,365 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $12.3M as of Q4 2021.
  • Windsor Creek Advisors bought 49,400 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2021, an estimated $1.82M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 3.7% of Windsor Creek Advisors's portfolio in Q4 2021, its #4 holding.
  • Windsor Creek Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2021 and has held it in 3 quarters since.
  • 651 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2021.

Based on Windsor Creek Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.