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

MBM Wealth Consultants’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	$1.68M	Buy	33,319 +1,783	+6%	+$88.4K	0.32%	46
2026 Q1	$1.44M	Buy	31,536 +1	+0%	+$47	0.33%	47
2025 Q4	$1.4M	Buy	31,535 +1,165	+4%	+$50.9K	0.33%	51
2025 Q3	$1.3M	Sell	30,370 -30	-0.1%	-$1.24K	0.32%	51
2025 Q2	$1.23M	Buy	30,400 +363	+1%	+$13.9K	0.33%	48
2025 Q1	$1.09M	Buy	30,037 +1,195	+4%	+$43.2K	0.32%	48
2024 Q4	$982K	Buy	28,842 +1,804	+7%	+$64.6K	0.29%	51
2024 Q3	$1.02M	Buy	27,038 +785	+3%	+$28.3K	0.32%	50
2024 Q2	$934K	Buy	26,253 +2,256	+9%	+$80.2K	0.32%	50
2024 Q1	$860K	Buy	23,997 +1,036	+5%	+$35.6K	0.3%	53
2023 Q4	$779K	Buy	22,961 +7,275	+46%	+$231K	0.29%	53
2023 Q3	$482K	Buy	15,686 +1,190	+8%	+$38.4K	0.21%	57
2023 Q2	$478K	Buy	14,496 +3,539	+32%	+$116K	0.2%	57
2023 Q1	$448K	Hold	10,957	–	–	0.18%	56
2022 Q4	$328K	Buy	10,957 +963	+10%	+$27.6K	0.15%	70
2022 Q3	$264K	Sell	9,994 -2,849	-22%	-$82.1K	0.13%	72
2022 Q2	$371K	Buy	12,843 +470	+4%	+$14.9K	0.18%	60
2022 Q1	$424K	Sell	12,373 -549	-4%	-$19K	0.18%	66
2021 Q4	$471K	Buy	12,922 +613	+5%	+$22.5K	0.2%	64
2021 Q3	$446K	Buy	12,309 +801	+7%	+$29.7K	0.2%	65
2021 Q2	$423K	Sell	11,508 -134	-1%	-$4.97K	0.2%	71
2021 Q1	$411K	Buy	11,642 +9	+0.1%	+$315	0.21%	62
2020 Q4	$393K	Buy	11,633 +579	+5%	+$18.2K	0.21%	60
2020 Q3	$324K	Sell	11,054 -50	-0.5%	-$1.46K	0.21%	61
2020 Q2	$307K	Buy	11,104 +1,265	+13%	+$33.1K	0.22%	62
2020 Q1	$235K	Buy	9,839 +1,692	+21%	+$48.4K	0.19%	73
2019 Q4	$254K	Buy	8,147 +639	+9%	+$19.5K	0.19%	78
2019 Q3	$220K	Buy	7,508 +786	+12%	+$22.8K	0.17%	83
2019 Q2	$199K	Buy	6,722 +1,050	+19%	+$30.9K	0.17%	83
2019 Q1	$166K	Buy	5,672 +1,628	+40%	+$46.4K	0.15%	85
2018 Q4	$107K	Buy	+4,044	New	+$114K	0.1%	95

Other funds holding SPDW

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MBM Wealth Consultants's SPDW Position: Q2 2026 in Review

MBM Wealth Consultants increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 5.7% in Q2 2026, buying an estimated $88.4K and bringing the position to 33,319 shares worth $1.68M. The position accounts for 0.32% of the portfolio, ranked #46.

MBM Wealth Consultants first reported a position in SPDW in Q4 2018 and has held it in 31 quarters since. 627 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

MBM Wealth Consultants held 33,319 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.68M as of Q2 2026.
MBM Wealth Consultants bought 1,783 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $88.4K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.32% of MBM Wealth Consultants's portfolio in Q2 2026, its #46 holding.
MBM Wealth Consultants first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2018 and has held it in 31 quarters since.
627 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.