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 Q2	$1.16M	Buy	22,933 +80	+0.4%	+$3.97K	0.36%	69
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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Medallion Wealth Advisors's SPDW Position: Q2 2026 in Review

Medallion Wealth Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.35% in Q2 2026, buying an estimated $3.97K and bringing the position to 22,933 shares worth $1.16M. The position accounts for 0.36% of the portfolio, ranked #69.

Medallion Wealth Advisors first reported a position in SPDW in Q4 2024 and has held it in 7 quarters since. 1,234 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Medallion Wealth Advisors held 22,933 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.16M as of Q2 2026.
Medallion Wealth Advisors bought 80 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $3.97K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.36% of Medallion Wealth Advisors's portfolio in Q2 2026, its #69 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 7 quarters since.
1,234 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.