MWA
SPDW icon

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

Medallion Wealth Advisors’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
Q1 		$1.04M Buy
22,853
+1,751
+8% +$82.2K 0.34% 72
2025
Q4 		$937K Sell
21,102
-870
-4% -$38K 0.31% 78
2025
Q3 		$940K Buy
21,972
+2,758
+14% +$114K 0.33% 74
2025
Q2 		$777K Buy
19,214
+2,830
+17% +$108K 0.3% 85
2025
Q1 		$598K Buy
16,384
+1,463
+10% +$52.9K 0.27% 88
2024
Q4 		$527K Buy
+14,921
New +$534K 0.26% 93

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Medallion Wealth Advisors's SPDW Position: Q1 2026 in Review

Medallion Wealth Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 8.3% in Q1 2026, buying an estimated $82.2K and bringing the position to 22,853 shares worth $1.04M. The position accounts for 0.34% of the portfolio, ranked #72.

Medallion Wealth Advisors first reported a position in SPDW in Q4 2024 and has held it in 6 quarters since. 1,197 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Medallion Wealth Advisors held 22,853 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.04M as of Q1 2026.
  • Medallion Wealth Advisors bought 1,751 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $82.2K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.34% of Medallion Wealth Advisors's portfolio in Q1 2026, its #72 holding.
  • Medallion Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,197 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.