WEC
SPDW icon

Winslow Evans & Crocker’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Winslow Evans & Crocker’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
2018
Q2 		– Sell
-10,000
Closed -$314K – 1165
2018
Q1 		$314K Hold
10,000
– – 0.1% 191
2017
Q4 		$317K Buy
+10,000
New +$312K 0.1% 201

Other funds holding SPDW

SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
FU
Fairfield University Fairfield, Connecticut $247M AUM 20.25% 1-Year Est. Return

Winslow Evans & Crocker's SPDW Position: Q2 2018 in Review

Winslow Evans & Crocker sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2018, closing a stake of 10,000 shares — an estimated $314K sold.

Winslow Evans & Crocker first reported a position in SPDW in Q4 2017 and held it in 2 quarters. The position peaked at $317K in Q4 2017. 194 funds tracked by Wall St. Rank hold SPDW as of Q2 2018.

  • Winslow Evans & Crocker reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2018 after selling out during the quarter.
  • Winslow Evans & Crocker sold 10,000 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2018, an estimated $314K.
  • Winslow Evans & Crocker first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2017 and held it in 2 quarters.
  • Winslow Evans & Crocker's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $317K in Q4 2017.
  • 194 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2018.

Based on Winslow Evans & Crocker's 13F filing for Q2 2018, filed 17 Jul 2018.