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

MB Generational 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	$301K	Hold	6,603	–	–	0.17%	57
2025 Q4	$293K	Sell	6,603 -272	-4%	-$11.9K	0.16%	61
2025 Q3	$294K	Buy	+6,875	New	+$285K	0.19%	54
2025 Q1	$339K	Hold	9,313	–	–	0.25%	38
2024 Q4	$318K	Hold	9,313	–	–	0.23%	37
2024 Q3	$350K	Hold	9,313	–	–	0.25%	36
2024 Q2	$327K	Buy	9,313 +181	+2%	+$6.44K	0.25%	34
2024 Q1	$334K	Sell	9,132 -3,460	-27%	-$119K	0.26%	33
2023 Q4	$428K	Buy	+12,592	New	+$400K	0.4%	30

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MB Generational Wealth's SPDW Position: Q1 2026 in Review

MB Generational Wealth held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q1 2026 at 6,603 shares worth $301K. The position accounts for 0.17% of the portfolio, ranked #57.

MB Generational Wealth first reported a position in SPDW in Q4 2023 and has held it in 9 quarters since. The position peaked at $428K in Q4 2023. 1,194 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

MB Generational Wealth held 6,603 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $301K as of Q1 2026.
MB Generational Wealth left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.17% of MB Generational Wealth's portfolio in Q1 2026, its #57 holding.
MB Generational Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 9 quarters since.
MB Generational Wealth's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $428K in Q4 2023.
1,194 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on MB Generational Wealth's 13F filing for Q1 2026, filed 4 May 2026.