HM Payson & Co’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

HM Payson & Co’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	$391K	Hold	7,764	–	–	0.01%	333
2026 Q1	$354K	Hold	7,764	–	–	0.01%	343
2025 Q4	$345K	Hold	7,764	–	–	﹤0.01%	347
2025 Q3	$332K	Hold	7,764	–	–	﹤0.01%	352
2025 Q2	$314K	Hold	7,764	–	–	0.01%	347
2025 Q1	$283K	Hold	7,764	–	–	0.01%	358
2024 Q4	$265K	Hold	7,764	–	–	﹤0.01%	365
2024 Q3	$292K	Hold	7,764	–	–	0.01%	356
2024 Q2	$272K	Hold	7,764	–	–	﹤0.01%	355
2024 Q1	$278K	Hold	7,764	–	–	0.01%	348
2023 Q4	$264K	Hold	7,764	–	–	0.01%	346
2023 Q3	$241K	Hold	7,764	–	–	0.01%	349
2023 Q2	$253K	Hold	7,764	–	–	0.01%	338
2023 Q1	$249K	Hold	7,764	–	–	0.01%	335
2022 Q4	$231K	Hold	7,764	–	–	0.01%	343
2022 Q3	$200K	Hold	7,764	–	–	0.01%	364
2022 Q2	$224K	Sell	7,764 -103	-1%	-$3.26K	0.01%	357
2022 Q1	$270K	Hold	7,867	–	–	0.01%	353
2021 Q4	$287K	Buy	7,867 +7,025	+834%	+$258K	0.01%	356
2021 Q3	$30K	Hold	842	–	–	﹤0.01%	678
2021 Q2	$31K	Buy	+842	New	+$31.2K	﹤0.01%	670

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HM Payson & Co's SPDW Position: Q2 2026 in Review

HM Payson & Co held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 7,764 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #333.

HM Payson & Co first reported a position in SPDW in Q2 2021 and has held it in 21 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

HM Payson & Co held 7,764 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $391K as of Q2 2026.
HM Payson & Co 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 0.01% of HM Payson & Co's portfolio in Q2 2026, its #333 holding.
HM Payson & Co first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2021 and has held it in 21 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 HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.