Midwest Trust
SPDW icon

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

Midwest Trust’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 		$1.42M Buy
28,243
+16,999
+151% +$865K 0.02% 336
2026
Q2 		$567K Hold
11,244
– – 0.01% 430
2026
Q1 		$513K Buy
11,244
+2,600
+30% +$122K 0.01% 434
2025
Q4 		$384K Sell
8,644
-131
-1% -$5.72K ﹤0.01% 462
2025
Q3 		$375K Buy
+8,775
New +$364K ﹤0.01% 469

Other funds holding SPDW

Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
TrueFG
TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Midwest Trust's SPDW Position: Q3 2026 in Review

Midwest Trust increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 151% in Q3 2026, buying an estimated $865K and bringing the position to 28,243 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #336.

Midwest Trust first reported a position in SPDW in Q3 2025 and has held it in 5 quarters since. 361 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Midwest Trust held 28,243 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.42M as of Q3 2026.
  • Midwest Trust bought 16,999 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $865K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.02% of Midwest Trust's portfolio in Q3 2026, its #336 holding.
  • Midwest Trust first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2025 and has held it in 5 quarters since.
  • 361 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.