Bank of Montreal
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Bank of Montreal’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Bank of Montreal’s Portfolio SPDW Stock Details SPDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.59M Buy
34,837
+9,933
+40% +$466K ﹤0.01% 1784
2025
Q4 		$1.11M Sell
24,904
-3,069
-11% -$134K ﹤0.01% 1924
2025
Q3 		$1.2M Buy
27,973
+1,320
+5% +$54.7K ﹤0.01% 1886
2025
Q2 		$1.08M Sell
26,653
-3,006
-10% -$115K ﹤0.01% 1871
2025
Q1 		$1.08M Sell
29,659
-3,493
-11% -$126K ﹤0.01% 1786
2024
Q4 		$1.13M Buy
33,152
+29,184
+735% +$1.04M ﹤0.01% 1820
2024
Q3 		$150K Sell
3,968
-1,724
-30% -$62.2K ﹤0.01% 3131
2024
Q2 		$200K Buy
5,692
+2,010
+55% +$71.5K ﹤0.01% 2999
2024
Q1 		$132K Sell
3,682
-44,017
-92% -$1.51M ﹤0.01% 3208
2023
Q4 		$1.62M Sell
47,699
-1,486,249
-97% -$47.2M ﹤0.01% 1792
2023
Q3 		$51.1M Buy
+1,533,948
New +$49.5M 0.02% 411
2022
Q3 		– Sell
-3,148
Closed -$92 – 4390
2022
Q2 		$92 Sell
3,148
-354,596
-99% -$11.2M ﹤0.01% 3479
2022
Q1 		$12.5M Buy
357,744
+354,596
+11,264% +$12.3M 0.01% 1047
2021
Q4 		$115K Buy
3,148
+1,922
+157% +$70.7K ﹤0.01% 3090
2021
Q3 		$45K Buy
+1,226
New +$45.5K ﹤0.01% 3574
2021
Q1 		– Sell
-492
Closed -$17K – 5320
2020
Q4 		$17K Sell
492
-188
-28% -$5.92K ﹤0.01% 4500
2020
Q3 		$20K Hold
680
– – ﹤0.01% 3843
2020
Q2 		$19K Buy
680
+14
+2% +$366 ﹤0.01% 3876
2020
Q1 		$16K Hold
666
– – ﹤0.01% 3336
2019
Q4 		$21K Hold
666
– – ﹤0.01% 4301
2019
Q3 		$20K Buy
+666
New +$19.3K ﹤0.01% 4097

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of Montreal's SPDW Position: Q1 2026 in Review

Bank of Montreal increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 40% in Q1 2026, buying an estimated $466K and bringing the position to 34,837 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1784.

Bank of Montreal first reported a position in SPDW in Q3 2019 and has held it in 21 quarters since. The position peaked at $51.1M in Q3 2023. 1,201 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Bank of Montreal held 34,837 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.59M as of Q1 2026.
  • Bank of Montreal bought 9,933 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $466K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1784 holding.
  • Bank of Montreal first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2019 and has held it in 21 quarters since.
  • Bank of Montreal's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $51.1M in Q3 2023.
  • 1,201 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.