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

Windsor Wealth Management’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 Q3	$235K	Hold	7,578	–	–	0.04%	138
2023 Q2	$247K	Hold	7,578	–	–	0.04%	144
2023 Q1	$244K	Hold	7,578	–	–	0.05%	141
2022 Q4	$233K	Buy	+7,578	New	+$217K	0.05%	144
2022 Q3	–	Sell	-7,578	Closed	-$214K	–	156
2022 Q2	$214K	Hold	7,578	–	–	0.05%	146
2022 Q1	$257K	Hold	7,578	–	–	0.05%	199
2021 Q4	$279K	Hold	7,578	–	–	0.05%	193
2021 Q3	$275K	Hold	7,578	–	–	0.06%	188
2021 Q2	$279K	Hold	7,578	–	–	0.06%	182
2021 Q1	$268K	Hold	7,578	–	–	0.06%	176
2020 Q4	$256K	Sell	7,578 -70	-0.9%	-$2.21K	0.07%	175
2020 Q3	$225K	Buy	7,648 +70	+0.9%	+$2.04K	0.07%	178
2020 Q2	$209K	Buy	+7,578	New	+$198K	0.07%	178

Other funds holding SPDW

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Windsor Wealth Management's SPDW Position: Q3 2023 in Review

Windsor Wealth Management held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q3 2023 at 7,578 shares worth $235K. The position accounts for 0.04% of the portfolio, ranked #138.

Windsor Wealth Management first reported a position in SPDW in Q2 2020 and has held it in 13 quarters since. The position peaked at $279K in Q4 2021. 757 funds tracked by Wall St. Rank hold SPDW as of Q3 2023.

Windsor Wealth Management held 7,578 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $235K as of Q3 2023.
Windsor Wealth Management left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q3 2023.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.04% of Windsor Wealth Management's portfolio in Q3 2023, its #138 holding.
Windsor Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2020 and has held it in 13 quarters since.
Windsor Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $279K in Q4 2021.
757 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2023.

Based on Windsor Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.