153,235 Shares in SPDR Portfolio Developed World ex-US ETF $SPDW Acquired by Oregon Pacific Wealth Management LLC

by · The Cerbat Gem

Oregon Pacific Wealth Management LLC bought a new stake in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDWFree Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 153,235 shares of the company’s stock, valued at approximately $6,557,000. SPDR Portfolio Developed World ex-US ETF makes up about 5.7% of Oregon Pacific Wealth Management LLC’s investment portfolio, making the stock its 2nd largest position.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the company. Sound Income Strategies LLC increased its position in shares of SPDR Portfolio Developed World ex-US ETF by 1,427.5% in the 2nd quarter. Sound Income Strategies LLC now owns 611 shares of the company’s stock valued at $25,000 after buying an additional 571 shares in the last quarter. Financial Consulate Inc. bought a new position in SPDR Portfolio Developed World ex-US ETF during the third quarter worth about $27,000. Compass Financial Services Inc acquired a new position in SPDR Portfolio Developed World ex-US ETF in the first quarter valued at about $28,000. Crewe Advisors LLC increased its holdings in shares of SPDR Portfolio Developed World ex-US ETF by 78.2% in the second quarter. Crewe Advisors LLC now owns 734 shares of the company’s stock worth $30,000 after acquiring an additional 322 shares in the last quarter. Finally, Blue Trust Inc. increased its holdings in shares of SPDR Portfolio Developed World ex-US ETF by 331.3% in the second quarter. Blue Trust Inc. now owns 841 shares of the company’s stock worth $34,000 after acquiring an additional 646 shares in the last quarter.

SPDR Portfolio Developed World ex-US ETF Price Performance

NYSEARCA:SPDW opened at $44.93 on Monday. The business’s 50-day simple moving average is $43.91 and its 200-day simple moving average is $42.45. SPDR Portfolio Developed World ex-US ETF has a fifty-two week low of $32.30 and a fifty-two week high of $44.95. The stock has a market capitalization of $33.80 billion, a PE ratio of 16.12 and a beta of 0.88.

SPDR Portfolio Developed World ex-US ETF Profile

(Free Report)

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.

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