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Marathon Strategic Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Marathon Strategic Advisors’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 		$12.2M Sell
242,827
-1,406
-0.6% -$69.7K 6.91% 5
2026
Q1 		$11.1M Buy
244,233
+4,834
+2% +$227K 8.02% 4
2025
Q4 		$10.6M Sell
239,399
-8,723
-4% -$381K 8.12% 4
2025
Q3 		$10.6M Sell
248,122
-7,681
-3% -$318K 8.5% 5
2025
Q2 		$10.4M Buy
255,803
+3,576
+1% +$137K 9.62% 3
2025
Q1 		$9.18M Buy
252,227
+3,667
+1% +$133K 9.87% 3
2024
Q4 		$8.48M Buy
248,560
+23,300
+10% +$834K 9.18% 4
2024
Q3 		$8.46M Buy
225,260
+36,432
+19% +$1.32M 8.94% 4
2024
Q2 		$6.62M Buy
188,828
+4,815
+3% +$171K 7.74% 4
2024
Q1 		$6.6M Buy
184,013
+6,576
+4% +$226K 8.03% 6
2023
Q4 		$6.03M Buy
+177,437
New +$5.63M 8.17% 4

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Marathon Strategic Advisors's SPDW Position: Q2 2026 in Review

Marathon Strategic Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.58% in Q2 2026, selling an estimated $69.7K and leaving 242,827 shares worth $12.2M. The position accounts for 6.91% of the portfolio, ranked #5.

Marathon Strategic Advisors first reported a position in SPDW in Q4 2023 and has held it in 11 quarters since. 418 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Marathon Strategic Advisors held 242,827 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $12.2M as of Q2 2026.
  • Marathon Strategic Advisors sold 1,406 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $69.7K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 6.91% of Marathon Strategic Advisors's portfolio in Q2 2026, its #5 holding.
  • Marathon Strategic Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 11 quarters since.
  • 418 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Marathon Strategic Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.