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

Wipfli Financial 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 		$12.6M Buy
490,243
+138,081
+39% +$3.98M 0.89% 15
2022
Q2 		$10.2M Buy
+352,162
New +$11.1M 1.1% 13

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $374B AUM 17.66% 1-Year Est. Return

Wipfli Financial Advisors's SPDW Position: Q3 2022 in Review

Wipfli Financial Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 39% in Q3 2022, buying an estimated $3.98M and bringing the position to 490,243 shares worth $12.6M. The position accounts for 0.89% of the portfolio, ranked #15.

Wipfli Financial Advisors first reported a position in SPDW in Q2 2022 and has held it in 2 quarters since. 621 funds tracked by Wall St. Rank hold SPDW as of Q3 2022.

  • Wipfli Financial Advisors held 490,243 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $12.6M as of Q3 2022.
  • Wipfli Financial Advisors bought 138,081 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2022, an estimated $3.98M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.89% of Wipfli Financial Advisors's portfolio in Q3 2022, its #15 holding.
  • Wipfli Financial Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2022 and has held it in 2 quarters since.
  • 621 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.