Xena Financial Planning LLC Acquires New Holdings in SPDR Portfolio Developed World ex-US ETF $SPDW

Xena Financial Planning LLC acquired a new position in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 207,277 shares of the company’s stock, valued at approximately $9,205,000. SPDR Portfolio Developed World ex-US ETF accounts for approximately 10.8% of Xena Financial Planning LLC’s investment portfolio, making the stock its 3rd biggest holding.

Several other large investors have also recently bought and sold shares of SPDW. AQR Capital Management LLC boosted its position in shares of SPDR Portfolio Developed World ex-US ETF by 13.1% during the 1st quarter. AQR Capital Management LLC now owns 39,917 shares of the company’s stock valued at $1,453,000 after purchasing an additional 4,638 shares in the last quarter. Goldman Sachs Group Inc. raised its holdings in shares of SPDR Portfolio Developed World ex-US ETF by 85.4% in the 1st quarter. Goldman Sachs Group Inc. now owns 450,862 shares of the company’s stock worth $16,416,000 after purchasing an additional 207,712 shares in the last quarter. Steward Partners Investment Advisory LLC lifted its stake in SPDR Portfolio Developed World ex-US ETF by 4.6% during the second quarter. Steward Partners Investment Advisory LLC now owns 17,238 shares of the company’s stock valued at $698,000 after purchasing an additional 759 shares during the last quarter. J.W. Cole Advisors Inc. lifted its stake in SPDR Portfolio Developed World ex-US ETF by 44.0% during the second quarter. J.W. Cole Advisors Inc. now owns 9,415 shares of the company’s stock valued at $381,000 after purchasing an additional 2,875 shares during the last quarter. Finally, Russell Investments Group Ltd. boosted its holdings in SPDR Portfolio Developed World ex-US ETF by 5,537.3% during the second quarter. Russell Investments Group Ltd. now owns 4,679 shares of the company’s stock worth $189,000 after buying an additional 4,596 shares in the last quarter.

SPDR Portfolio Developed World ex-US ETF Stock Performance

SPDR Portfolio Developed World ex-US ETF stock opened at $45.65 on Wednesday. The firm has a market cap of $34.89 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 $50.09. The firm’s 50 day moving average price is $47.24 and its two-hundred day moving average price is $45.06.

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. 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.