Lifestyle Asset Management Inc. Has $8.43 Million Stock Position in SPDR Portfolio Developed World ex-US ETF $SPDW

Lifestyle Asset Management Inc. increased its holdings in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW) by 15.2% in the third quarter, Holdings Channel.com reports. The firm owned 196,906 shares of the company’s stock after acquiring an additional 25,915 shares during the period. SPDR Portfolio Developed World ex-US ETF makes up approximately 2.9% of Lifestyle Asset Management Inc.’s investment portfolio, making the stock its 8th biggest position. Lifestyle Asset Management Inc.’s holdings in SPDR Portfolio Developed World ex-US ETF were worth $8,426,000 as of its most recent filing with the SEC.

Other large investors also recently added to or reduced their stakes in the company. Sound Income Strategies LLC lifted its stake in SPDR Portfolio Developed World ex-US ETF by 1,427.5% in the second quarter. Sound Income Strategies LLC now owns 611 shares of the company’s stock worth $25,000 after purchasing an additional 571 shares during the last quarter. Compass Financial Services Inc purchased a new position in shares of SPDR Portfolio Developed World ex-US ETF in the first quarter worth about $28,000. Crewe Advisors LLC lifted its stake in shares of SPDR Portfolio Developed World ex-US ETF by 78.2% in the 2nd quarter. Crewe Advisors LLC now owns 734 shares of the company’s stock valued at $30,000 after acquiring an additional 322 shares during the last quarter. Blue Trust Inc. lifted its stake in shares of SPDR Portfolio Developed World ex-US ETF by 331.3% in the 2nd quarter. Blue Trust Inc. now owns 841 shares of the company’s stock valued at $34,000 after acquiring an additional 646 shares during the last quarter. Finally, WPG Advisers LLC purchased a new stake in SPDR Portfolio Developed World ex-US ETF during the 1st quarter valued at about $38,000.

SPDR Portfolio Developed World ex-US ETF Price Performance

SPDW opened at $44.78 on Friday. The stock’s 50 day simple moving average is $43.66 and its 200 day simple moving average is $42.13. The firm has a market cap of $32.64 billion, a price-to-earnings ratio of 16.12 and a beta of 0.88. SPDR Portfolio Developed World ex-US ETF has a 1 year low of $32.30 and a 1 year high of $44.95.

SPDR Portfolio Developed World ex-US ETF Company Profile

SPDR S&P World ex US ETF (the Fund) seeks to replicate as closely as possible total return performance of the S&P/Citigroup BMI World Ex US Index (the Index). The Index is a market capitalization-weighted index that defines and measures the investable universe of publicly traded companies domiciled in developed countries outside the United States. The Index is float adjusted, meaning that only those shares publicly available to investors are included in the Index calculation. The Fund uses a passive management strategy designed to track the price and yield performance of the Index.