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JMG Financial Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

JMG Financial Group’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 		$266K Hold
5,271
– – 0.01% 121
2026
Q1 		$241K Hold
5,271
– – 0.01% 118
2025
Q4 		$234K Hold
5,271
– – 0.01% 116
2025
Q3 		$226K Hold
5,271
– – 0.01% 116
2025
Q2 		$213K Buy
+5,271
New +$202K 0.01% 121

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

JMG Financial Group's SPDW Position: Q2 2026 in Review

JMG Financial Group held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 5,271 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #121.

JMG Financial Group first reported a position in SPDW in Q2 2025 and has held it in 5 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • JMG Financial Group held 5,271 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $266K as of Q2 2026.
  • JMG Financial Group 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 JMG Financial Group's portfolio in Q2 2026, its #121 holding.
  • JMG Financial Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2025 and has held it in 5 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 JMG Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.