MFG
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Merit Financial Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Merit Financial Group’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 		$24.4M Buy
484,354
+4,441
+0.9% +$220K 0.15% 121
2026
Q1 		$21.9M Buy
479,913
+16,340
+4% +$767K 0.16% 111
2025
Q4 		$20.6M Buy
463,573
+218,847
+89% +$9.56M 0.17% 109
2025
Q3 		$10.5M Sell
244,726
-45,625
-16% -$1.89M 0.1% 171
2025
Q2 		$11.8M Sell
290,351
-275
-0.1% -$10.5K 0.13% 125
2025
Q1 		$10.6M Sell
290,626
-230,171
-44% -$8.32M 0.16% 110
2024
Q4 		$17.8M Sell
520,797
-51,314
-9% -$1.84M 0.32% 56
2024
Q3 		$21.5M Sell
572,111
-82,411
-13% -$2.97M 0.48% 34
2024
Q2 		$23M Buy
654,522
+32,114
+5% +$1.14M 0.51% 35
2024
Q1 		$22.1M Buy
622,408
+267,190
+75% +$9.18M 0.53% 32
2023
Q4 		$12.1M Buy
355,218
+100,294
+39% +$3.18M 0.37% 39
2023
Q3 		$7.91M Buy
254,924
+3,657
+1% +$118K 0.26% 63
2023
Q2 		$8.18M Buy
251,267
+154,848
+161% +$5.05M 0.26% 60
2023
Q1 		$3.1M Buy
96,419
+6,574
+7% +$208K 0.11% 140
2022
Q4 		$2.67M Buy
89,845
+66,627
+287% +$1.91M 0.1% 156
2022
Q3 		$599K Buy
23,218
+5,643
+32% +$163K 0.03% 327
2022
Q2 		$507K Buy
+17,575
New +$556K 0.02% 356
2020
Q1 		– Sell
-6,386
Closed -$200K – 244
2019
Q4 		$200K Buy
+6,386
New +$194K 0.02% 225

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Merit Financial Group's SPDW Position: Q2 2026 in Review

Merit Financial Group increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.93% in Q2 2026, buying an estimated $220K and bringing the position to 484,354 shares worth $24.4M. The position accounts for 0.15% of the portfolio, ranked #121.

Merit Financial Group first reported a position in SPDW in Q4 2019 and has held it in 18 quarters since. 246 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Merit Financial Group held 484,354 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $24.4M as of Q2 2026.
  • Merit Financial Group bought 4,441 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $220K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.15% of Merit Financial Group's portfolio in Q2 2026, its #121 holding.
  • Merit Financial Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 18 quarters since.
  • 246 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.