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

WT 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 Q2	–	Sell	-18,281	Closed	-$587K	–	110
2023 Q1	$587K	Sell	18,281 -1,223	-6%	-$38.6K	0.25%	87
2022 Q4	$579K	Buy	+19,504	New	+$560K	0.28%	70
2022 Q2	–	Sell	-13,726	Closed	-$471K	–	121
2022 Q1	$471K	Sell	13,726 -5,742	-29%	-$199K	0.18%	90
2021 Q4	$710K	Buy	19,468 +6,466	+50%	+$238K	0.26%	83
2021 Q3	$471K	Sell	13,002 -210	-2%	-$7.8K	0.18%	97
2021 Q2	$486K	Sell	13,212 -633	-5%	-$23.5K	0.2%	97
2021 Q1	$490K	Sell	13,845 -856	-6%	-$30K	0.23%	98
2020 Q4	$496K	Sell	14,701 -203	-1%	-$6.4K	0.27%	92
2020 Q3	$436K	Sell	14,904 -1,389	-9%	-$40.6K	0.29%	76
2020 Q2	$450K	Buy	+16,293	New	+$426K	0.36%	59
2020 Q1	–	Sell	-31,702	Closed	-$993K	–	82
2019 Q4	$993K	Buy	+31,702	New	+$965K	0.75%	31

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

AOI

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

SMM

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WT Wealth Management's SPDW Position: Q2 2023 in Review

WT Wealth Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2023, closing a stake of 18,281 shares — an estimated $587K sold.

WT Wealth Management first reported a position in SPDW in Q4 2019 and held it in 11 quarters. The position peaked at $993K in Q4 2019. 737 funds tracked by Wall St. Rank hold SPDW as of Q2 2023.

WT Wealth Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2023 after selling out during the quarter.
WT Wealth Management sold 18,281 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2023, an estimated $587K.
WT Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and held it in 11 quarters.
WT Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $993K in Q4 2019.
737 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2023.

Based on WT Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.