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

WR Wealth Planners’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
2024
Q4 		$24.5K Sell
717
-150
-17% -$5.37K 0.01% 429
2024
Q3 		$32.6K Buy
867
+159
+22% +$5.74K 0.01% 405
2024
Q2 		$24.8K Buy
+708
New +$25.2K 0.01% 415

Other funds holding SPDW

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WR Wealth Planners's SPDW Position: Q4 2024 in Review

WR Wealth Planners reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 17% in Q4 2024, selling an estimated $5.37K and leaving 717 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #429.

WR Wealth Planners first reported a position in SPDW in Q2 2024 and has held it in 3 quarters since. The position peaked at $32.6K in Q3 2024. 969 funds tracked by Wall St. Rank hold SPDW as of Q4 2024.

  • WR Wealth Planners held 717 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $24.5K as of Q4 2024.
  • WR Wealth Planners sold 150 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2024, an estimated $5.37K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #429 holding.
  • WR Wealth Planners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2024 and has held it in 3 quarters since.
  • WR Wealth Planners's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $32.6K in Q3 2024.
  • 969 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.