Midwest Financial Partners Investments’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Midwest Financial Partners Investments’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	$316K	Hold	6,270	–	–	0.13%	64
2026 Q1	$286K	Hold	6,270	–	–	0.15%	66
2025 Q4	$278K	Buy	+6,270	New	+$274K	0.15%	62

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Midwest Financial Partners Investments's SPDW Position: Q2 2026 in Review

Midwest Financial Partners Investments held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 6,270 shares worth $316K. The position accounts for 0.13% of the portfolio, ranked #64.

Midwest Financial Partners Investments first reported a position in SPDW in Q4 2025 and has held it in 3 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Midwest Financial Partners Investments held 6,270 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $316K as of Q2 2026.
Midwest Financial Partners Investments left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.13% of Midwest Financial Partners Investments's portfolio in Q2 2026, its #64 holding.
Midwest Financial Partners Investments first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2025 and has held it in 3 quarters since.
1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Midwest Financial Partners Investments's 13F filing for Q2 2026, filed 15 Jul 2026.