Cascade Financial Partners LLC Has $9.40 Million Holdings in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW)

Cascade Financial Partners LLC boosted its holdings in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW) by 8.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 275,546 shares of the company’s stock after buying an additional 22,331 shares during the period. SPDR Portfolio Developed World ex-US ETF makes up about 1.2% of Cascade Financial Partners LLC’s investment portfolio, making the stock its 17th largest position. Cascade Financial Partners LLC’s holdings in SPDR Portfolio Developed World ex-US ETF were worth $9,404,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Valued Wealth Advisors LLC acquired a new stake in SPDR Portfolio Developed World ex-US ETF during the fourth quarter valued at approximately $25,000. Rogco LP bought a new position in SPDR Portfolio Developed World ex-US ETF in the 4th quarter valued at $25,000. Safe Harbor Fiduciary LLC bought a new stake in shares of SPDR Portfolio Developed World ex-US ETF during the third quarter worth $43,000. NewSquare Capital LLC acquired a new stake in shares of SPDR Portfolio Developed World ex-US ETF in the fourth quarter valued at $45,000. Finally, CarsonAllaria Wealth Management Ltd. increased its stake in shares of SPDR Portfolio Developed World ex-US ETF by 171.0% in the fourth quarter. CarsonAllaria Wealth Management Ltd. now owns 1,905 shares of the company’s stock valued at $65,000 after buying an additional 1,202 shares in the last quarter.

SPDR Portfolio Developed World ex-US ETF Stock Down 0.3 %

Shares of NYSEARCA SPDW opened at $36.52 on Wednesday. The company has a market cap of $23.53 billion, a price-to-earnings ratio of 15.92 and a beta of 0.90. SPDR Portfolio Developed World ex-US ETF has a 12-month low of $33.11 and a 12-month high of $38.00. The firm’s 50-day simple moving average is $35.75 and its 200 day simple moving average is $35.96.

SPDR Portfolio Developed World ex-US ETF 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.