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Your Advocates Ltd’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Your Advocates Ltd’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 		– Sell
-1
Closed -$38 – 232
2024
Q3 		$38 Hold
1
– – ﹤0.01% 227
2024
Q2 		$35 Hold
1
– – ﹤0.01% 233
2024
Q1 		$36 Hold
1
– – ﹤0.01% 228
2023
Q4 		$34 Hold
1
– – ﹤0.01% 230
2023
Q3 		$31 Hold
1
– – ﹤0.01% 292
2023
Q2 		$33 Hold
1
– – ﹤0.01% 276
2023
Q1 		$32 Sell
1
-5,246
-100% -$166K ﹤0.01% 241
2022
Q4 		$156K Buy
5,247
+672
+15% +$19.3K 0.09% 31
2022
Q3 		$118K Buy
4,575
+100
+2% +$2.88K 0.07% 32
2022
Q2 		$129K Sell
4,475
-3,154
-41% -$99.8K 0.08% 32
2022
Q1 		$262K Sell
7,629
-1,571
-17% -$54.5K 0.15% 25
2021
Q4 		$336K Buy
9,200
+739
+9% +$27.2K 0.19% 22
2021
Q3 		$306K Buy
8,461
+36
+0.4% +$1.34K 0.2% 19
2021
Q2 		$310K Sell
8,425
-1,411
-14% -$52.3K 0.2% 20
2021
Q1 		$348K Sell
9,836
-564
-5% -$19.8K 0.26% 18
2020
Q4 		$351K Buy
10,400
+2,624
+34% +$82.7K 0.26% 19
2020
Q3 		$228K Sell
7,776
-251
-3% -$7.33K 0.18% 20
2020
Q2 		$230K Sell
8,027
-5,501
-41% -$144K 0.16% 20
2020
Q1 		$324K Buy
+13,528
New +$387K 0.28% 18

Other funds holding SPDW

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Your Advocates Ltd's SPDW Position: Q4 2024 in Review

Your Advocates Ltd sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2024, closing a stake of 1 share — an estimated $38 sold.

Your Advocates Ltd first reported a position in SPDW in Q1 2020 and held it in 19 quarters. The position peaked at $351K in Q4 2020. 968 funds tracked by Wall St. Rank hold SPDW as of Q4 2024.

  • Your Advocates Ltd reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2024 after selling out during the quarter.
  • Your Advocates Ltd sold 1 State Street SPDR Portfolio Developed World ex-US ETF share in Q4 2024, an estimated $38.
  • Your Advocates Ltd first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2020 and held it in 19 quarters.
  • Your Advocates Ltd's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $351K in Q4 2020.
  • 968 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2024.

Based on Your Advocates Ltd's 13F filing for Q4 2024, filed 4 Feb 2025.