M Holdings Securities’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

M Holdings Securities’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	$928K	Buy	18,509 +688	+4%	+$34.1K	0.13%	94
2026 Q1	$898K	Sell	17,821 -166	-0.9%	-$7.79K	0.06%	206
2025 Q4	$799K	Buy	+17,987	New	+$786K	0.06%	215
2025 Q3	–	Sell	-19,460	Closed	-$788K	–	176
2025 Q2	$788K	Buy	19,460 +1,875	+11%	+$71.9K	0.14%	106
2025 Q1	$640K	Buy	17,585 +34	+0.2%	+$1.23K	0.11%	118
2024 Q4	$599K	Hold	17,551	–	–	0.1%	111
2024 Q3	$659K	Sell	17,551 -324	-2%	-$11.7K	0.17%	67
2024 Q2	$627K	Buy	17,875 +324	+2%	+$11.5K	0.08%	134
2024 Q1	$629K	Hold	17,551	–	–	0.11%	105
2023 Q4	$597K	Hold	17,551	–	–	0.07%	148
2023 Q3	$544K	Buy	17,551 +741	+4%	+$23.9K	0.07%	155
2023 Q2	$547K	Sell	16,810 -638	-4%	-$20.8K	0.11%	106
2023 Q1	$560K	Sell	17,448 -96	-0.5%	-$3.03K	0.06%	237
2022 Q4	$521K	Buy	+17,544	New	+$504K	0.05%	242

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

M Holdings Securities's SPDW Position: Q2 2026 in Review

M Holdings Securities increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 3.9% in Q2 2026, buying an estimated $34.1K and bringing the position to 18,509 shares worth $928K. The position accounts for 0.13% of the portfolio, ranked #94.

M Holdings Securities first reported a position in SPDW in Q4 2022 and has held it in 14 quarters since. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

M Holdings Securities held 18,509 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $928K as of Q2 2026.
M Holdings Securities bought 688 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $34.1K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.13% of M Holdings Securities's portfolio in Q2 2026, its #94 holding.
M Holdings Securities first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 14 quarters since.
1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.