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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
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

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Midwest Trust's SPDW Position: Q1 2026 in Review

Midwest Trust increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 30% in Q1 2026, buying an estimated $122K and bringing the position to 11,244 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #434.

Midwest Trust first reported a position in SPDW in Q3 2025 and has held it in 3 quarters since. 1,194 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Midwest Trust held 11,244 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $513K as of Q1 2026.
  • Midwest Trust bought 2,600 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $122K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Midwest Trust's portfolio in Q1 2026, its #434 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 3 quarters since.
  • 1,194 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.