MPW
SPDW icon

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

MASECO 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
Q1 		$216K Buy
4,726
+159
+3% +$7.46K 0.01% 104
2025
Q4 		$203K Buy
4,567
+4,556
+41,418% +$199K 0.01% 94
2025
Q3 		$471 Buy
+11
New +$456 ﹤0.01% 255

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MASECO Private Wealth's SPDW Position: Q1 2026 in Review

MASECO Private Wealth increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 3.5% in Q1 2026, buying an estimated $7.46K and bringing the position to 4,726 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #104.

MASECO Private Wealth first reported a position in SPDW in Q3 2025 and has held it in 3 quarters since. 1,196 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • MASECO Private Wealth held 4,726 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $216K as of Q1 2026.
  • MASECO Private Wealth bought 159 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $7.46K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #104 holding.
  • MASECO Private Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,196 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.