SPDR Portfolio Developed World ex-US ETF $SPDW is KWB Wealth’s 6th Largest Position

KWB Wealth cut its holdings in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW) by 9.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 957,966 shares of the company’s stock after selling 96,023 shares during the period. SPDR Portfolio Developed World ex-US ETF accounts for about 4.3% of KWB Wealth’s holdings, making the stock its 6th biggest position. KWB Wealth’s holdings in SPDR Portfolio Developed World ex-US ETF were worth $38,788,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Vertex Planning Partners LLC increased its stake in SPDR Portfolio Developed World ex-US ETF by 5.2% in the first quarter. Vertex Planning Partners LLC now owns 112,691 shares of the company’s stock valued at $4,103,000 after purchasing an additional 5,595 shares during the period. Capital Analysts LLC grew its holdings in shares of SPDR Portfolio Developed World ex-US ETF by 16.0% during the first quarter. Capital Analysts LLC now owns 84,629 shares of the company’s stock worth $3,081,000 after buying an additional 11,655 shares during the last quarter. Breed s Hill Capital LLC raised its stake in SPDR Portfolio Developed World ex-US ETF by 5.5% during the 1st quarter. Breed s Hill Capital LLC now owns 128,294 shares of the company’s stock valued at $4,671,000 after acquiring an additional 6,657 shares during the last quarter. Ameriprise Financial Inc. raised its stake in SPDR Portfolio Developed World ex-US ETF by 0.4% during the 1st quarter. Ameriprise Financial Inc. now owns 3,488,793 shares of the company’s stock valued at $127,032,000 after acquiring an additional 12,267 shares during the last quarter. Finally, Compound Planning Inc. lifted its position in SPDR Portfolio Developed World ex-US ETF by 8.2% during the 1st quarter. Compound Planning Inc. now owns 44,166 shares of the company’s stock worth $1,608,000 after acquiring an additional 3,352 shares during the period.

SPDR Portfolio Developed World ex-US ETF Trading Down 0.7%

NYSEARCA:SPDW opened at $44.23 on Thursday. SPDR Portfolio Developed World ex-US ETF has a 12-month low of $32.30 and a 12-month high of $44.95. The stock’s 50 day simple moving average is $43.59 and its 200-day simple moving average is $42.08. The firm has a market cap of $32.24 billion, a P/E ratio of 16.12 and a beta of 0.88.

About SPDR Portfolio Developed World ex-US ETF

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.