Mission Wealth Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Mission Wealth Management’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	$617K	Buy	12,240 +4,439	+57%	+$220K	0.01%	611
2026 Q1	$356K	Sell	7,801 -215	-3%	-$10.1K	0.01%	574
2025 Q4	$356K	Hold	8,016	–	–	0.01%	571
2025 Q3	$343K	Buy	+8,016	New	+$332K	0.01%	571
2025 Q2	–	Sell	-7,091	Closed	-$258K	–	707
2025 Q1	$258K	Hold	7,091	–	–	0.01%	583
2024 Q4	$242K	Hold	7,091	–	–	0.01%	585
2024 Q3	$266K	Hold	7,091	–	–	0.01%	566
2024 Q2	$249K	Sell	7,091 -6,141	-46%	-$218K	0.01%	567
2024 Q1	$474K	Buy	+13,232	New	+$455K	0.01%	444
2023 Q3	–	Sell	-10,252	Closed	-$334K	–	573
2023 Q2	$334K	Buy	+10,252	New	+$335K	0.01%	429

Other funds holding SPDW

AOI

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CFFP

Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Mission Wealth Management's SPDW Position: Q2 2026 in Review

Mission Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 57% in Q2 2026, buying an estimated $220K and bringing the position to 12,240 shares worth $617K. The position accounts for 0.01% of the portfolio, ranked #611.

Mission Wealth Management first reported a position in SPDW in Q2 2023 and has held it in 10 quarters since. 352 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Mission Wealth Management held 12,240 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $617K as of Q2 2026.
Mission Wealth Management bought 4,439 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $220K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #611 holding.
Mission Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2023 and has held it in 10 quarters since.
352 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.