MHR
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Matthew Hamilton Rosenberg’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Matthew Hamilton Rosenberg’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 		$13.1M Buy
259,321
+22,221
+9% +$1.1M 2.43% 8
2026
Q1 		$10.8M Sell
237,100
-3,676
-2% -$172K 2.22% 8
2025
Q4 		$10.7M Buy
240,776
+319
+0.1% +$13.9K 2.21% 8
2025
Q3 		$10.3M Sell
240,457
-4,152
-2% -$172K 2.22% 8
2025
Q2 		$9.9M Buy
244,609
+11,939
+5% +$458K 2.3% 8
2025
Q1 		$8.47M Buy
232,670
+6,844
+3% +$247K 2.12% 8
2024
Q4 		$7.71M Buy
225,826
+9,987
+5% +$358K 2% 9
2024
Q3 		$8.11M Buy
215,839
+8,846
+4% +$319K 2.12% 8
2024
Q2 		$7.27M Sell
206,993
-1,395
-0.7% -$49.6K 2.15% 9
2024
Q1 		$7.44M Sell
208,388
-750
-0.4% -$25.8K 2.15% 10
2023
Q4 		$7.11M Sell
209,138
-1,185
-0.6% -$37.6K 2.19% 10
2023
Q3 		$6.52M Buy
210,323
+3,462
+2% +$112K 2.17% 10
2023
Q2 		$6.73M Sell
206,861
-7,769
-4% -$254K 2.28% 10
2023
Q1 		$6.89M Buy
214,630
+16,027
+8% +$506K 2.22% 10
2022
Q4 		$5.9M Sell
198,603
-7,026
-3% -$202K 2% 10
2022
Q3 		$5.3M Buy
205,629
+59,745
+41% +$1.72M 2.05% 9
2022
Q2 		$4.21M Buy
145,884
+4,434
+3% +$140K 1.59% 12
2022
Q1 		$4.85M Buy
141,450
+7,674
+6% +$266K 1.7% 13
2021
Q4 		$4.88M Buy
133,776
+6,991
+6% +$257K 1.74% 12
2021
Q3 		$4.59M Sell
126,785
-12,382
-9% -$460K 1.81% 11
2021
Q2 		$5.12M Buy
139,167
+295
+0.2% +$10.9K 2.66% 5
2021
Q1 		$4.91M Sell
138,872
-3,239
-2% -$114K 2.8% 5
2020
Q4 		$4.8M Sell
142,111
-8,714
-6% -$275K 2.99% 5
2020
Q3 		$4.41M Sell
150,825
-2,158
-1% -$63K 3.24% 4
2020
Q2 		$4.22M Sell
152,983
-19,781
-11% -$518K 3.37% 4
2020
Q1 		$4.14M Buy
+172,764
New +$4.94M 4.11% 5

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

Matthew Hamilton Rosenberg's SPDW Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 9.4% in Q2 2026, buying an estimated $1.1M and bringing the position to 259,321 shares worth $13.1M. The position accounts for 2.43% of the portfolio, ranked #8.

Matthew Hamilton Rosenberg first reported a position in SPDW in Q1 2020 and has held it in 26 quarters since. 351 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Matthew Hamilton Rosenberg held 259,321 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $13.1M as of Q2 2026.
  • Matthew Hamilton Rosenberg bought 22,221 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $1.1M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 2.43% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #8 holding.
  • Matthew Hamilton Rosenberg first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2020 and has held it in 26 quarters since.
  • 351 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.