MF
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Meridian Financial’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Meridian Financial’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 		$384K Buy
7,614
+36
+0.5% +$1.78K 0.18% 98
2026
Q1 		$346K Hold
7,578
– – 0.19% 99
2025
Q4 		$337K Buy
7,578
+560
+8% +$24.5K 0.18% 99
2025
Q3 		$300K Buy
7,018
+694
+11% +$28.8K 0.17% 99
2025
Q2 		$256K Buy
6,324
+74
+1% +$2.84K 0.17% 105
2025
Q1 		$228K Buy
+6,250
New +$226K 0.16% 108

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

Meridian Financial's SPDW Position: Q2 2026 in Review

Meridian Financial increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.48% in Q2 2026, buying an estimated $1.78K and bringing the position to 7,614 shares worth $384K. The position accounts for 0.18% of the portfolio, ranked #98.

Meridian Financial first reported a position in SPDW in Q1 2025 and has held it in 6 quarters since. 631 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Meridian Financial held 7,614 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $384K as of Q2 2026.
  • Meridian Financial bought 36 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $1.78K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.18% of Meridian Financial's portfolio in Q2 2026, its #98 holding.
  • Meridian Financial first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2025 and has held it in 6 quarters since.
  • 631 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.