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

Meridian 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
Q1 		$1.56M Sell
34,205
-663
-2% -$31.1K 0.05% 267
2025
Q4 		$1.55M Sell
34,868
-764
-2% -$33.4K 0.05% 268
2025
Q3 		$1.52M Sell
35,632
-224
-0.6% -$9.28K 0.06% 258
2025
Q2 		$1.45M Buy
35,856
+501
+1% +$19.2K 0.06% 245
2025
Q1 		$1.29M Sell
35,355
-3,314
-9% -$120K 0.06% 238
2024
Q4 		$1.32M Buy
38,669
+2,377
+7% +$85.1K 0.06% 238
2024
Q3 		$1.36M Buy
36,292
+1,546
+4% +$55.8K 0.07% 228
2024
Q2 		$1.22M Buy
+34,746
New +$1.24M 0.15% 105
2024
Q1 		– Sell
-25,017
Closed -$851K – 481
2023
Q4 		$851K Buy
25,017
+4,400
+21% +$140K 0.05% 287
2023
Q3 		$639K Buy
20,617
+1,320
+7% +$42.6K 0.04% 317
2023
Q2 		$628K Sell
19,297
-361
-2% -$11.8K 0.05% 281
2023
Q1 		$631K Buy
19,658
+1,496
+8% +$47.2K 0.06% 284
2022
Q4 		$539K Sell
18,162
-41
-0.2% -$1.18K 0.05% 295
2022
Q3 		$470K Sell
18,203
-947
-5% -$27.3K 0.05% 287
2022
Q2 		$552K Buy
+19,150
New +$606K 0.05% 331
2019
Q3 		– Sell
-1,941
Closed -$575 – 441
2019
Q2 		$575 Buy
+1,941
New +$57.2K 0.02% 356

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

Meridian Wealth Management's SPDW Position: Q1 2026 in Review

Meridian Wealth Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.9% in Q1 2026, selling an estimated $31.1K and leaving 34,205 shares worth $1.56M. The position accounts for 0.05% of the portfolio, ranked #267.

Meridian Wealth Management first reported a position in SPDW in Q2 2019 and has held it in 16 quarters since. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Meridian Wealth Management held 34,205 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.56M as of Q1 2026.
  • Meridian Wealth Management sold 663 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $31.1K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.05% of Meridian Wealth Management's portfolio in Q1 2026, its #267 holding.
  • Meridian Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2019 and has held it in 16 quarters since.
  • 1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.