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

MGB 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
2025 Q4	$1.19M	Buy	26,865 +1,915	+8%	+$83.7K	0.34%	59
2025 Q3	$1.07M	Buy	24,950 +661	+3%	+$27.4K	0.3%	67
2025 Q2	$983K	Sell	24,289 -2,149	-8%	-$82.4K	0.32%	75
2025 Q1	$966K	Sell	26,438 -826	-3%	-$29.8K	0.35%	76
2024 Q4	$931K	Sell	27,264 -4,033	-13%	-$144K	0.29%	72
2024 Q3	$1.18M	Sell	31,297 -574	-2%	-$20.7K	0.43%	55
2024 Q2	$1.16M	Buy	31,871 +969	+3%	+$34.5K	0.43%	59
2024 Q1	$1.11M	Buy	30,902 +1,536	+5%	+$52.8K	0.45%	58
2023 Q4	$999K	Buy	+29,366	New	+$932K	0.5%	58

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MGB Wealth Management's SPDW Position: Q4 2025 in Review

MGB Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 7.7% in Q4 2025, buying an estimated $83.7K and bringing the position to 26,865 shares worth $1.19M. The position accounts for 0.34% of the portfolio, ranked #59.

MGB Wealth Management first reported a position in SPDW in Q4 2023 and has held it in 9 quarters since. 1,155 funds tracked by Wall St. Rank hold SPDW as of Q4 2025.

MGB Wealth Management held 26,865 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.19M as of Q4 2025.
MGB Wealth Management bought 1,915 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2025, an estimated $83.7K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.34% of MGB Wealth Management's portfolio in Q4 2025, its #59 holding.
MGB Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 9 quarters since.
1,155 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.