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

McAdam LLC’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 		$677K Buy
13,429
+2,655
+25% +$132K 0.03% 223
2026
Q1 		$492K Buy
10,774
+756
+8% +$35.5K 0.02% 245
2025
Q4 		$445K Sell
10,018
-113
-1% -$4.94K 0.02% 257
2025
Q3 		$434K Buy
10,131
+779
+8% +$32.3K 0.02% 233
2025
Q2 		$379K Sell
9,352
-31
-0.3% -$1.19K 0.02% 243
2025
Q1 		$342K Buy
9,383
+1,500
+19% +$54.2K 0.02% 241
2024
Q4 		$269K Sell
7,883
-814
-9% -$29.1K 0.01% 294
2024
Q3 		$327K Buy
8,697
+1,676
+24% +$60.5K 0.02% 243
2024
Q2 		$246K Sell
7,021
-201
-3% -$7.15K 0.01% 268
2024
Q1 		$259K Hold
7,222
– – 0.02% 251
2023
Q4 		$246K Buy
7,222
+1
+0% +$32 0.02% 240
2023
Q3 		$224K Buy
7,221
+200
+3% +$6.46K 0.02% 238
2023
Q2 		$228K Buy
+7,021
New +$229K 0.02% 237
2018
Q3 		– Sell
-45
Closed -$1K – 729
2018
Q2 		$1K Buy
+45
New +$1.42K ﹤0.01% 586

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
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
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 22.9% 1-Year Est. Return

McAdam LLC's SPDW Position: Q2 2026 in Review

McAdam LLC increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 25% in Q2 2026, buying an estimated $132K and bringing the position to 13,429 shares worth $677K. The position accounts for 0.03% of the portfolio, ranked #223.

McAdam LLC first reported a position in SPDW in Q2 2018 and has held it in 14 quarters since. 1,236 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • McAdam LLC held 13,429 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $677K as of Q2 2026.
  • McAdam LLC bought 2,655 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $132K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.03% of McAdam LLC's portfolio in Q2 2026, its #223 holding.
  • McAdam LLC first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2018 and has held it in 14 quarters since.
  • 1,236 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.