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

McNaughton Wealth Management’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 		$2.2M Buy
43,678
+33
+0.1% +$1.64K 0.78% 34
2026
Q1 		$1.99M Buy
43,645
+2,658
+6% +$125K 0.82% 36
2025
Q4 		$1.82M Buy
40,987
+1,938
+5% +$84.7K 0.75% 39
2025
Q3 		$1.67M Buy
39,049
+147
+0.4% +$6.09K 0.7% 40
2025
Q2 		$1.58M Buy
38,902
+248
+0.6% +$9.51K 0.7% 41
2025
Q1 		$1.41M Buy
38,654
+625
+2% +$22.6K 0.68% 41
2024
Q4 		$1.3M Buy
38,029
+2,632
+7% +$94.2K 0.63% 38
2024
Q3 		$1.33M Sell
35,397
-597
-2% -$21.6K 0.65% 32
2024
Q2 		$1.26M Sell
35,994
-923
-3% -$32.8K 0.67% 34
2024
Q1 		$1.32M Sell
36,917
-2,180
-6% -$74.9K 0.73% 31
2023
Q4 		$1.33M Sell
39,097
-7,487
-16% -$238K 0.79% 29
2023
Q3 		$1.44M Sell
46,584
-66,640
-59% -$2.15M 0.96% 26
2023
Q2 		$3.68M Sell
113,224
-69,749
-38% -$2.28M 2.36% 13
2023
Q1 		$5.88M Sell
182,973
-1,314
-0.7% -$41.5K 3.9% 9
2022
Q4 		$5.47M Buy
184,287
+5,781
+3% +$166K 3.74% 9
2022
Q3 		$4.61M Buy
178,506
+11,395
+7% +$329K 3.38% 11
2022
Q2 		$4.82M Buy
167,111
+3,079
+2% +$97.5K 3.41% 11
2022
Q1 		$5.62M Buy
164,032
+8,529
+5% +$296K 3.66% 10
2021
Q4 		$5.66M Buy
155,503
+4,829
+3% +$178K 3.66% 10
2021
Q3 		$5.46M Sell
150,674
-5,018
-3% -$186K 3.86% 10
2021
Q2 		$5.73M Buy
155,692
+1,966
+1% +$72.9K 4.02% 9
2021
Q1 		$5.44M Sell
153,726
-6,471
-4% -$227K 4.16% 8
2020
Q4 		$5.41M Sell
160,197
-13,744
-8% -$433K 4.33% 8
2020
Q3 		$5.09M Sell
173,941
-19,688
-10% -$575K 4.45% 7
2020
Q2 		$5.35M Buy
193,629
+12,466
+7% +$326K 4.96% 6
2020
Q1 		$4.34M Buy
181,163
+28,107
+18% +$804K 4.63% 6
2019
Q4 		$4.8M Buy
+153,056
New +$4.66M 4.47% 7

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
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
GM
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

McNaughton Wealth Management's SPDW Position: Q2 2026 in Review

McNaughton Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.08% in Q2 2026, buying an estimated $1.64K and bringing the position to 43,678 shares worth $2.2M. The position accounts for 0.78% of the portfolio, ranked #34.

McNaughton Wealth Management first reported a position in SPDW in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.88M in Q1 2023. 603 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • McNaughton Wealth Management held 43,678 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.2M as of Q2 2026.
  • McNaughton Wealth Management bought 33 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $1.64K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.78% of McNaughton Wealth Management's portfolio in Q2 2026, its #34 holding.
  • McNaughton Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 27 quarters since.
  • McNaughton Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $5.88M in Q1 2023.
  • 603 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.