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

Modera 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 		$10.2M Buy
202,411
+2,690
+1% +$133K 0.11% 127
2026
Q1 		$9.12M Sell
199,721
-60,410
-23% -$2.83M 0.11% 133
2025
Q4 		$11.6M Buy
260,131
+898
+0.3% +$39.2K 0.13% 117
2025
Q3 		$11.1M Sell
259,233
-2,125
-0.8% -$88.1K 0.13% 118
2025
Q2 		$10.6M Buy
261,358
+90,245
+53% +$3.46M 0.13% 121
2025
Q1 		$6.23M Buy
171,113
+1
+0% +$36 0.08% 154
2024
Q4 		$5.84M Buy
171,112
+122,093
+249% +$4.37M 0.07% 164
2024
Q3 		$1.84M Buy
49,019
+14,393
+42% +$520K 0.02% 240
2024
Q2 		$1.21M Hold
34,626
– – 0.02% 269
2024
Q1 		$1.24M Buy
34,626
+1,267
+4% +$43.5K 0.02% 270
2023
Q4 		$1.13M Sell
33,359
-407
-1% -$12.9K 0.02% 280
2023
Q3 		$1.05M Sell
33,766
-80
-0.2% -$2.58K 0.02% 276
2023
Q2 		$1.1M Buy
33,846
+1,058
+3% +$34.5K 0.02% 283
2023
Q1 		$1.05M Sell
32,788
-1,313
-4% -$41.4K 0.04% 155
2022
Q4 		$1.01M Buy
34,101
+23,721
+229% +$681K 0.04% 153
2022
Q3 		$268K Sell
10,380
-15,439
-60% -$445K 0.01% 264
2022
Q2 		$745K Sell
25,819
-5,363
-17% -$170K 0.04% 164
2022
Q1 		$1.07M Sell
31,182
-700
-2% -$24.3K 0.05% 148
2021
Q4 		$1.16M Buy
+31,882
New +$1.17M 0.04% 160

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

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

Modera Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.3% in Q2 2026, buying an estimated $133K and bringing the position to 202,411 shares worth $10.2M. The position accounts for 0.11% of the portfolio, ranked #127.

Modera Wealth Management first reported a position in SPDW in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.6M in Q4 2025. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Modera Wealth Management held 202,411 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $10.2M as of Q2 2026.
  • Modera Wealth Management bought 2,690 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $133K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.11% of Modera Wealth Management's portfolio in Q2 2026, its #127 holding.
  • Modera Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 19 quarters since.
  • Modera Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $11.6M in Q4 2025.
  • 1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.