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

MidAtlantic Capital 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	$1.19M	Sell	26,170 -445	-2%	-$20.9K	0.82%	30
2025 Q4	$1.18M	Buy	26,615 +15	+0.1%	+$655	0.76%	32
2025 Q3	$1.14M	Hold	26,600	–	–	0.78%	36
2025 Q2	$1.08M	Sell	26,600 -415	-2%	-$15.9K	0.76%	34
2025 Q1	$984K	Hold	27,015	–	–	0.77%	36
2024 Q4	$922K	Buy	27,015 +20	+0.1%	+$716	0.68%	38
2024 Q3	$1.01M	Sell	26,995 -87	-0.3%	-$3.14K	0.74%	33
2024 Q2	$950K	Sell	27,082 -555	-2%	-$19.7K	0.8%	29
2024 Q1	$990K	Hold	27,637	–	–	0.87%	27
2023 Q4	$940K	Buy	+27,637	New	+$877K	0.91%	24

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

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MidAtlantic Capital Management's SPDW Position: Q1 2026 in Review

MidAtlantic Capital Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.7% in Q1 2026, selling an estimated $20.9K and leaving 26,170 shares worth $1.19M. The position accounts for 0.82% of the portfolio, ranked #30.

MidAtlantic Capital Management first reported a position in SPDW in Q4 2023 and has held it in 10 quarters since. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

MidAtlantic Capital Management held 26,170 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.19M as of Q1 2026.
MidAtlantic Capital Management sold 445 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $20.9K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.82% of MidAtlantic Capital Management's portfolio in Q1 2026, its #30 holding.
MidAtlantic Capital Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 10 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 MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.