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Coston McIsaac & Partners’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Coston McIsaac & Partners’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
Q2 		$141K Hold
2,813
– – 0.03% 195
2026
Q1 		$128K Hold
2,813
– – 0.03% 201
2025
Q4 		$124K Hold
2,813
– – 0.03% 199
2025
Q3 		$120K Hold
2,813
– – 0.03% 203
2025
Q2 		$113K Hold
2,813
– – 0.03% 200
2025
Q1 		$102K Hold
2,813
– – 0.03% 188
2024
Q4 		$96K Hold
2,813
– – 0.03% 193
2024
Q3 		$105 Hold
2,813
– – 0.03% 180
2024
Q2 		$98K Hold
2,813
– – 0.03% 180
2024
Q1 		$100K Hold
2,813
– – 0.03% 178
2023
Q4 		$95K Hold
2,813
– – 0.03% 178
2023
Q3 		$87K Hold
2,813
– – 0.03% 179
2023
Q2 		$91K Hold
2,813
– – 0.03% 187
2023
Q1 		$90K Hold
2,813
– – 0.03% 183
2022
Q4 		$83 Hold
2,813
– – 0.03% 191
2022
Q3 		$72K Hold
2,813
– – 0.03% 174
2022
Q2 		$81K Buy
+2,813
New +$89.1K 0.05% 104

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Coston McIsaac & Partners's SPDW Position: Q2 2026 in Review

Coston McIsaac & Partners held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 2,813 shares worth $141K. The position accounts for 0.03% of the portfolio, ranked #195.

Coston McIsaac & Partners first reported a position in SPDW in Q2 2022 and has held it in 17 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Coston McIsaac & Partners held 2,813 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $141K as of Q2 2026.
  • Coston McIsaac & Partners left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.03% of Coston McIsaac & Partners's portfolio in Q2 2026, its #195 holding.
  • Coston McIsaac & Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.