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 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 $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M Holdings Securities's SPDW Position: Q1 2026 in Review

M Holdings Securities reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.92% in Q1 2026, selling an estimated $7.79K and leaving 17,821 shares worth $898K. The position accounts for 0.06% of the portfolio, ranked #206.

M Holdings Securities first reported a position in SPDW in Q4 2022 and has held it in 13 quarters since. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

M Holdings Securities held 17,821 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $898K as of Q1 2026.
M Holdings Securities sold 166 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $7.79K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.06% of M Holdings Securities's portfolio in Q1 2026, its #206 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 13 quarters since.
1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.