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Mattson Financial Services’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Mattson Financial Services’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 		$3.19M Sell
64,306
-2,882
-4% -$143K 0.67% 44
2026
Q1 		$3.07M Sell
67,188
-1,974
-3% -$92.6K 0.73% 45
2025
Q4 		$3.07M Sell
69,162
-4,990
-7% -$218K 0.72% 47
2025
Q3 		$3.17M Sell
74,152
-2,043
-3% -$84.7K 0.76% 48
2025
Q2 		$3.09M Sell
76,195
-3,354
-4% -$129K 0.83% 41
2025
Q1 		$2.9M Sell
79,549
-41,001
-34% -$1.48M 0.87% 39
2024
Q4 		$4.53M Sell
120,550
-2,696
-2% -$96.5K 1.44% 15
2024
Q3 		$4.32M Sell
123,246
-768
-0.6% -$27.7K 1.55% 9
2024
Q2 		$4.35M Buy
+124,014
New +$4.41M 1.55% 9

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
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
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mattson Financial Services's SPDW Position: Q2 2026 in Review

Mattson Financial Services reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 4.3% in Q2 2026, selling an estimated $143K and leaving 64,306 shares worth $3.19M. The position accounts for 0.67% of the portfolio, ranked #44.

Mattson Financial Services first reported a position in SPDW in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.53M in Q4 2024. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Mattson Financial Services held 64,306 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.19M as of Q2 2026.
  • Mattson Financial Services sold 2,882 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $143K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.67% of Mattson Financial Services's portfolio in Q2 2026, its #44 holding.
  • Mattson Financial Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2024 and has held it in 9 quarters since.
  • Mattson Financial Services's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $4.53M in Q4 2024.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.