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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
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

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
GT
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
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

MJT & Associates Financial Advisory's SPDW Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 9,031 shares worth $455K. The position accounts for 0.3% of the portfolio, ranked #24.

MJT & Associates Financial Advisory first reported a position in SPDW in Q1 2025 and has held it in 6 quarters since. The position peaked at $485K in Q2 2025. 318 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • MJT & Associates Financial Advisory held 9,031 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $455K as of Q2 2026.
  • MJT & Associates Financial Advisory left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.3% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #24 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 6 quarters since.
  • MJT & Associates Financial Advisory's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $485K in Q2 2025.
  • 318 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.