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Forvis Mazars Wealth Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Forvis Mazars Wealth Advisors’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 		$1.3M Buy
25,713
+2,162
+9% +$107K 0.02% 199
2026
Q1 		$1.08M Sell
23,551
-717
-3% -$33.6K 0.02% 202
2025
Q4 		$1.08M Buy
24,268
+1,561
+7% +$68.2K 0.02% 200
2025
Q3 		$972K Sell
22,707
-228
-1% -$9.45K 0.02% 210
2025
Q2 		$929K Sell
22,935
-997
-4% -$38.2K 0.02% 215
2025
Q1 		$871K Sell
23,932
-8,594
-26% -$311K 0.02% 219
2024
Q4 		$1.11M Buy
32,526
+1,150
+4% +$41.2K 0.03% 210
2024
Q3 		$1.18M Buy
31,376
+656
+2% +$23.7K 0.03% 211
2024
Q2 		$1.08M Hold
30,720
– – 0.03% 206
2024
Q1 		$1.1M Sell
30,720
-520
-2% -$17.9K 0.03% 206
2023
Q4 		$1.06M Hold
31,240
– – 0.03% 200
2023
Q3 		$969K Sell
31,240
-2,669
-8% -$86.2K 0.03% 209
2023
Q2 		$1.1M Sell
33,909
-921
-3% -$30.1K 0.03% 207
2023
Q1 		$1.12M Buy
34,830
+6,472
+23% +$204K 0.04% 192
2022
Q4 		$842K Sell
28,358
-592
-2% -$17K 0.03% 213
2022
Q3 		$747K Sell
28,950
-1,918
-6% -$55.3K 0.03% 218
2022
Q2 		$890K Buy
30,868
+19,097
+162% +$605K 0.04% 196
2022
Q1 		$404K Hold
11,771
– – 0.02% 207
2021
Q4 		$429K Sell
11,771
-160
-1% -$5.88K 0.02% 194
2021
Q3 		$432K Hold
11,931
– – 0.02% 189
2021
Q2 		$439K Hold
11,931
– – 0.02% 182
2021
Q1 		$422K Hold
11,931
– – 0.02% 184
2020
Q4 		$403K Hold
11,931
– – 0.02% 255
2020
Q3 		$349K Hold
11,931
– – 0.02% 242
2020
Q2 		$330K Sell
11,931
-7,045
-37% -$184K 0.02% 240
2020
Q1 		$454K Hold
18,976
– – 0.04% 184
2019
Q4 		$595K Hold
18,976
– – 0.04% 171
2019
Q3 		$557K Buy
+18,976
New +$550K 0.04% 159

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

Forvis Mazars Wealth Advisors's SPDW Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 9.2% in Q2 2026, buying an estimated $107K and bringing the position to 25,713 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #199.

Forvis Mazars Wealth Advisors first reported a position in SPDW in Q3 2019 and has held it in 28 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 25,713 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.3M as of Q2 2026.
  • Forvis Mazars Wealth Advisors bought 2,162 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $107K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #199 holding.
  • Forvis Mazars Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2019 and has held it in 28 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 Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.