MB, Levis & Associates’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

MB, Levis & Associates’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
2025 Q2	–	Sell	-96	Closed	-$3.49K	–	279
2025 Q1	$3.49K	Hold	96	–	–	﹤0.01%	236
2024 Q4	$3.27K	Buy	96 +1	+1%	+$36	﹤0.01%	242
2024 Q3	$3.55K	Hold	95	–	–	﹤0.01%	239
2024 Q2	$3.32K	Buy	95 +2	+2%	+$71	﹤0.01%	237
2024 Q1	$3.33K	Hold	93	–	–	﹤0.01%	235
2023 Q4	$3.16K	Buy	93 +1	+1%	+$32	﹤0.01%	232
2023 Q3	$2.85K	Hold	92	–	–	﹤0.01%	236
2023 Q2	$2.99K	Hold	92	–	–	﹤0.01%	234
2023 Q1	$2.96K	Buy	+92	New	+$2.9K	﹤0.01%	240

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

MB, Levis & Associates's SPDW Position: Q2 2025 in Review

MB, Levis & Associates sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2025, closing a stake of 96 shares — an estimated $3.49K sold.

MB, Levis & Associates first reported a position in SPDW in Q1 2023 and held it in 9 quarters. The position peaked at $3.55K in Q3 2024. 1,044 funds tracked by Wall St. Rank hold SPDW as of Q2 2025.

MB, Levis & Associates reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2025 after selling out during the quarter.
MB, Levis & Associates sold 96 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2025, an estimated $3.49K.
MB, Levis & Associates first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2023 and held it in 9 quarters.
MB, Levis & Associates's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $3.55K in Q3 2024.
1,044 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2025.

Based on MB, Levis & Associates's 13F filing for Q2 2025, filed 29 Jul 2025.