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 Q3	$315K	Hold	6,270	–	–	0.12%	62
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

AOI

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Midwest Financial Partners Investments's SPDW Position: Q3 2026 in Review

Midwest Financial Partners Investments held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q3 2026 at 6,270 shares worth $315K. The position accounts for 0.12% of the portfolio, ranked #62.

Midwest Financial Partners Investments first reported a position in SPDW in Q4 2025 and has held it in 4 quarters since. The position peaked at $316K in Q2 2026. 193 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

Midwest Financial Partners Investments held 6,270 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $315K as of Q3 2026.
Midwest Financial Partners Investments left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.12% of Midwest Financial Partners Investments's portfolio in Q3 2026, its #62 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 4 quarters since.
Midwest Financial Partners Investments's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $316K in Q2 2026.
193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Midwest Financial Partners Investments's 13F filing for Q3 2026, filed 8 Oct 2026.