MW
SPDW icon

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

MBL 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
Q2 		$472K Hold
9,375
– – 0.03% 221
2026
Q1 		$428K Hold
9,375
– – 0.03% 219
2025
Q4 		$416K Hold
9,375
– – 0.03% 200
2025
Q3 		$401K Sell
9,375
-425
-4% -$17.6K 0.04% 174
2025
Q2 		$397K Buy
9,800
+350
+4% +$13.4K 0.04% 162
2025
Q1 		$344K Buy
9,450
+100
+1% +$3.61K 0.03% 165
2024
Q4 		$319K Hold
9,350
– – 0.03% 168
2024
Q3 		$351K Hold
9,350
– – 0.04% 149
2024
Q2 		$328K Buy
9,350
+100
+1% +$3.56K 0.04% 155
2024
Q1 		$332K Buy
9,250
+310
+3% +$10.6K 0.04% 147
2023
Q4 		$304K Buy
8,940
+1,235
+16% +$39.2K 0.04% 137
2023
Q3 		$239K Buy
+7,705
New +$249K 0.03% 153

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

MBL Wealth's SPDW Position: Q2 2026 in Review

MBL Wealth held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 9,375 shares worth $472K. The position accounts for 0.03% of the portfolio, ranked #221.

MBL Wealth first reported a position in SPDW in Q3 2023 and has held it in 12 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • MBL Wealth held 9,375 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $472K as of Q2 2026.
  • MBL Wealth left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.03% of MBL Wealth's portfolio in Q2 2026, its #221 holding.
  • MBL Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.