MA Private Wealth’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

MA Private Wealth’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	$365K	Hold	7,240	–	–	0.05%	75
2026 Q1	$331K	Hold	7,240	–	–	0.06%	76
2025 Q4	$322K	Hold	7,240	–	–	0.05%	73
2025 Q3	$310K	Hold	7,240	–	–	0.05%	72
2025 Q2	$293K	Hold	7,240	–	–	0.05%	74
2025 Q1	$264K	Hold	7,240	–	–	0.05%	68
2024 Q4	$247K	Hold	7,240	–	–	0.05%	66
2024 Q3	$272K	Hold	7,240	–	–	0.05%	65
2024 Q2	$254K	Hold	7,240	–	–	0.05%	68
2024 Q1	$259K	Hold	7,240	–	–	0.05%	63
2023 Q4	$246K	Hold	7,240	–	–	0.05%	72
2023 Q3	$225K	Hold	7,240	–	–	0.05%	71
2023 Q2	$236K	Hold	7,240	–	–	0.05%	67
2023 Q1	$233K	Hold	7,240	–	–	0.06%	64
2022 Q4	$215K	Buy	+7,240	New	+$208K	0.05%	78

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

MA Private Wealth's SPDW Position: Q2 2026 in Review

MA Private Wealth held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 7,240 shares worth $365K. The position accounts for 0.05% of the portfolio, ranked #75.

MA Private Wealth first reported a position in SPDW in Q4 2022 and has held it in 15 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

MA Private Wealth held 7,240 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $365K as of Q2 2026.
MA Private Wealth 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 0.05% of MA Private Wealth's portfolio in Q2 2026, its #75 holding.
MA Private Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 15 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 MA Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.