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MJT & Associates Financial Advisory’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

MJT & Associates Financial Advisory’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 		$453K Hold
9,031
– – 0.29% 22
2026
Q2 		$455K Hold
9,031
– – 0.3% 24
2026
Q1 		$412K Sell
9,031
-1
-0% -$47 0.3% 24
2025
Q4 		$401K Sell
9,032
-191
-2% -$8.35K 0.3% 24
2025
Q3 		$395K Sell
9,223
-2,744
-23% -$114K 0.32% 24
2025
Q2 		$485K Buy
11,967
+1
+0% +$38 0.6% 21
2025
Q1 		$436K Buy
+11,966
New +$432K 0.42% 28

Other funds holding SPDW

GI
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
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

MJT & Associates Financial Advisory's SPDW Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q3 2026 at 9,031 shares worth $453K. The position accounts for 0.29% of the portfolio, ranked #22.

MJT & Associates Financial Advisory first reported a position in SPDW in Q1 2025 and has held it in 7 quarters since. The position peaked at $485K in Q2 2025. 71 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • MJT & Associates Financial Advisory held 9,031 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $453K as of Q3 2026.
  • MJT & Associates Financial Advisory 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 0.29% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #22 holding.
  • MJT & Associates Financial Advisory first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $485K in Q2 2025.
  • 71 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.