MFS
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McNamara Financial Services’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

McNamara Financial Services’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 		$105M Sell
2,090,164
-5,985
-0.3% -$297K 18.17% 1
2026
Q1 		$95.7M Sell
2,096,149
-51,391
-2% -$2.41M 18.11% 1
2025
Q4 		$95.4M Sell
2,147,540
-25,653
-1% -$1.12M 18.09% 1
2025
Q3 		$93M Sell
2,173,193
-4,649
-0.2% -$193K 17.28% 2
2025
Q2 		$88.2M Sell
2,177,842
-22,957
-1% -$880K 17.48% 2
2025
Q1 		$80.1M Buy
2,200,799
+122,246
+6% +$4.42M 17.24% 2
2024
Q4 		$70.9M Sell
2,078,553
-126,665
-6% -$4.54M 16.68% 2
2024
Q3 		$82.8M Buy
2,205,218
+18,795
+0.9% +$678K 16.31% 2
2024
Q2 		$76.7M Buy
2,186,423
+136,322
+7% +$4.85M 16.22% 2
2024
Q1 		$73.5M Buy
2,050,101
+34,911
+2% +$1.2M 15.72% 2
2023
Q4 		$68.5M Buy
2,015,190
+32,707
+2% +$1.04M 15.33% 2
2023
Q3 		$61.5M Buy
1,982,483
+15,616
+0.8% +$504K 15.34% 2
2023
Q2 		$63.6M Buy
1,966,867
+426,614
+28% +$13.9M 15.28% 2
2023
Q1 		$49.5M Sell
1,540,253
-9,806
-0.6% -$310K 12.32% 4
2022
Q4 		$46M Buy
1,550,059
+18,642
+1% +$535K 12.2% 4
2022
Q3 		$39.5M Buy
1,531,417
+38,979
+3% +$1.12M 11.36% 4
2022
Q2 		$43M Buy
1,492,438
+44,757
+3% +$1.42M 12.2% 3
2022
Q1 		$49.6M Buy
1,447,681
+26,387
+2% +$916K 13.47% 3
2021
Q4 		$51.8M Buy
1,421,294
+23,874
+2% +$878K 13.54% 3
2021
Q3 		$50.6M Buy
1,397,420
+32,677
+2% +$1.21M 13.87% 3
2021
Q2 		$50.2M Buy
1,364,743
+39,883
+3% +$1.48M 13.86% 3
2021
Q1 		$44.7M Buy
1,324,860
+17,128
+1% +$600K 13.64% 3
2020
Q4 		$38.3M Buy
1,307,732
+94
+0% +$2.96K 12.96% 3
2020
Q3 		$38.3M Buy
1,307,638
+19,720
+2% +$576K 12.95% 3
2020
Q2 		$35.6M Buy
1,287,918
+86,072
+7% +$2.25M 12.71% 3
2020
Q1 		$28.8M Buy
1,201,846
+162,499
+16% +$4.65M 11.81% 4
2019
Q4 		$32.6M Buy
1,039,347
+36,639
+4% +$1.12M 12.09% 3
2019
Q3 		$29.7M Buy
1,002,708
+20,077
+2% +$582K 12.04% 4
2019
Q2 		$28.7M Buy
982,631
+34,989
+4% +$1.03M 11.99% 4
2019
Q1 		$25.1M Buy
947,642
+32,737
+4% +$933K 11.64% 4
2018
Q4 		$28.2M Sell
914,905
-393
-0% -$11.1K 11.88% 4
2018
Q3 		$28.2M Buy
915,298
+19,206
+2% +$587K 11.86% 4
2018
Q2 		$27.2M Buy
896,092
+284
+0% +$8.98K 11.99% 4
2018
Q1 		$28.2M Buy
895,808
+14,026
+2% +$450K 12.84% 4
2017
Q4 		$28M Buy
+881,782
New +$27.5M 12.89% 4

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

McNamara Financial Services's SPDW Position: Q2 2026 in Review

McNamara Financial Services reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.29% in Q2 2026, selling an estimated $297K and leaving 2,090,164 shares worth $105M. The position accounts for 18.17% of the portfolio, ranked #1.

McNamara Financial Services first reported a position in SPDW in Q4 2017 and has held it in 35 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • McNamara Financial Services held 2,090,164 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $105M as of Q2 2026.
  • McNamara Financial Services sold 5,985 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $297K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 18.17% of McNamara Financial Services's portfolio in Q2 2026, its #1 holding.
  • McNamara Financial Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2017 and has held it in 35 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 McNamara Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.