MFG
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Mission Financial Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Mission Financial Group’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 		$296K Buy
+5,873
New +$291K 0.25% 111
2025
Q1 		$266K Buy
+5,828
New +$211K 0.25% 111
2021
Q4 		$259K Buy
+5,828
New +$214K 0.24% 114

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
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
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mission Financial Group's SPDW Position: Q2 2026 in Review

Mission Financial Group opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026: 5,873 shares worth $296K. The stake represents 0.25% of the portfolio and ranks #111 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in SPDW as recently as Q1 2025.

Mission Financial Group first reported a position in SPDW in Q4 2021 and has held it in 3 quarters since. 1,228 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Mission Financial Group held 5,873 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $296K as of Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF was a new Mission Financial Group position in Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.25% of Mission Financial Group's portfolio in Q2 2026, its #111 holding.
  • Mission Financial Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 3 quarters since.
  • 1,228 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Mission Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.