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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
Q2 		$3.46M Sell
68,656
-37,433
-35% -$1.86M 0.04% 306
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 $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

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

Modern Wealth Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 35% in Q2 2026, selling an estimated $1.86M and leaving 68,656 shares worth $3.46M. The position accounts for 0.04% of the portfolio, ranked #306.

Modern Wealth Management first reported a position in SPDW in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.92M in Q1 2026. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Modern Wealth Management held 68,656 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.46M as of Q2 2026.
  • Modern Wealth Management sold 37,433 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $1.86M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.04% of Modern Wealth Management's portfolio in Q2 2026, its #306 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 9 quarters since.
  • Modern Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $4.92M in Q1 2026.
  • 1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.