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

Maia 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	$835K	Sell	16,566 -1,214	-7%	-$60.2K	0.12%	167
2026 Q1	$812K	Sell	17,780 -668	-4%	-$31.3K	0.14%	162
2025 Q4	$898K	Sell	18,448 -56	-0.3%	-$2.45K	0.15%	150
2025 Q3	$810K	Sell	18,504 -1,107	-6%	-$45.9K	0.14%	164
2025 Q2	$794K	Buy	19,611 +454	+2%	+$17.4K	0.15%	152
2025 Q1	$685K	Sell	19,157 -83	-0.4%	-$3K	0.16%	145
2024 Q4	$686K	Sell	19,240 -81	-0.4%	-$2.9K	0.15%	133
2024 Q3	$697K	Sell	19,321 -1,786	-8%	-$64.5K	0.17%	121
2024 Q2	$766K	Buy	+21,107	New	+$751K	0.23%	92
2023 Q4	$836K	Buy	+24,568	New	+$780K	0.34%	59

Other funds holding SPDW

AOI

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Maia Wealth's SPDW Position: Q2 2026 in Review

Maia Wealth reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 6.8% in Q2 2026, selling an estimated $60.2K and leaving 16,566 shares worth $835K. The position accounts for 0.12% of the portfolio, ranked #167.

Maia Wealth first reported a position in SPDW in Q4 2023 and has held it in 10 quarters since. The position peaked at $898K in Q4 2025. 541 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Maia Wealth held 16,566 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $835K as of Q2 2026.
Maia Wealth sold 1,214 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $60.2K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.12% of Maia Wealth's portfolio in Q2 2026, its #167 holding.
Maia Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 10 quarters since.
Maia Wealth's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $898K in Q4 2025.
541 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.