SPDR Portfolio Developed World ex-US ETF $SPDW is KWB Wealth’s 4th Largest Position

KWB Wealth lowered its position in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW) by 5.0% during the 2nd quarter, HoldingsChannel reports. The firm owned 788,912 shares of the company’s stock after selling 41,488 shares during the period. SPDR Portfolio Developed World ex-US ETF comprises about 3.4% of KWB Wealth’s investment portfolio, making the stock its 4th biggest position. KWB Wealth’s holdings in SPDR Portfolio Developed World ex-US ETF were worth $39,753,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Morton Brown Family Wealth LLC boosted its stake in SPDR Portfolio Developed World ex-US ETF by 2.9% during the first quarter. Morton Brown Family Wealth LLC now owns 7,472 shares of the company’s stock valued at $341,000 after buying an additional 212 shares during the period. Vantage Point Financial LLC raised its holdings in shares of SPDR Portfolio Developed World ex-US ETF by 1.5% in the 4th quarter. Vantage Point Financial LLC now owns 14,295 shares of the company’s stock valued at $635,000 after acquiring an additional 213 shares in the last quarter. Webster Bank N. A. raised its holdings in shares of SPDR Portfolio Developed World ex-US ETF by 10.0% in the 1st quarter. Webster Bank N. A. now owns 2,368 shares of the company’s stock valued at $108,000 after acquiring an additional 215 shares in the last quarter. Apollon Wealth Management LLC boosted its position in shares of SPDR Portfolio Developed World ex-US ETF by 0.5% during the 1st quarter. Apollon Wealth Management LLC now owns 42,295 shares of the company’s stock valued at $1,931,000 after acquiring an additional 216 shares during the last quarter. Finally, HB Wealth Management LLC boosted its position in shares of SPDR Portfolio Developed World ex-US ETF by 3.1% during the 1st quarter. HB Wealth Management LLC now owns 7,450 shares of the company’s stock valued at $340,000 after acquiring an additional 226 shares during the last quarter.

SPDR Portfolio Developed World ex-US ETF Trading Down 0.5%

Shares of NYSEARCA SPDW opened at $51.38 on Tuesday. SPDR Portfolio Developed World ex-US ETF has a 12 month low of $40.99 and a 12 month high of $52.16. The firm has a market capitalization of $41.39 billion, a price-to-earnings ratio of 16.12 and a beta of 0.84. The business has a 50-day moving average of $50.31 and a 200-day moving average of $48.86.

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.