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

Modern 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
Q1 		$4.92M Buy
106,089
+46,009
+77% +$2.16M 0.08% 201
2025
Q4 		$2.67M Sell
60,080
-40,237
-40% -$1.76M 0.05% 260
2025
Q3 		$4.29M Buy
100,317
+2,319
+2% +$96.1K 0.08% 198
2025
Q2 		$3.97M Buy
97,998
+124
+0.1% +$4.75K 0.1% 188
2025
Q1 		$3.56M Buy
97,874
+61,854
+172% +$2.24M 0.11% 153
2024
Q4 		$1.23M Buy
36,020
+16,509
+85% +$591K 0.05% 232
2024
Q3 		$733K Buy
19,511
+4,119
+27% +$149K 0.04% 198
2024
Q2 		$540K Buy
+15,392
New +$547K 0.04% 208

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Modern Wealth Management's SPDW Position: Q1 2026 in Review

Modern Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 77% in Q1 2026, buying an estimated $2.16M and bringing the position to 106,089 shares worth $4.92M. The position accounts for 0.08% of the portfolio, ranked #201.

Modern Wealth Management first reported a position in SPDW in Q2 2024 and has held it in 8 quarters since. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Modern Wealth Management held 106,089 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $4.92M as of Q1 2026.
  • Modern Wealth Management bought 46,009 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $2.16M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.08% of Modern Wealth Management's portfolio in Q1 2026, its #201 holding.
  • Modern Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.