MFT
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Moisand Fitzgerald Tamayo’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Moisand Fitzgerald Tamayo’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 		$437K Sell
8,682
-239
-3% -$11.8K 0.04% 86
2026
Q1 		$407K Sell
8,921
-215
-2% -$10.1K 0.04% 86
2025
Q4 		$406K Sell
9,136
-183
-2% -$8K 0.05% 85
2025
Q3 		$399K Sell
9,319
-96
-1% -$3.98K 0.05% 87
2025
Q2 		$381K Sell
9,415
-380
-4% -$14.6K 0.05% 82
2025
Q1 		$357K Sell
9,795
-241
-2% -$8.71K 0.05% 84
2024
Q4 		$343K Sell
10,036
-96
-0.9% -$3.44K 0.05% 86
2024
Q3 		$381K Sell
10,132
-2,228
-18% -$80.4K 0.05% 80
2024
Q2 		$434K Buy
12,360
+1,029
+9% +$36.6K 0.06% 72
2024
Q1 		$406K Sell
11,331
-222
-2% -$7.63K 0.06% 76
2023
Q4 		$393K Sell
11,553
-582
-5% -$18.5K 0.07% 74
2023
Q3 		$376K Sell
12,135
-193
-2% -$6.23K 0.08% 73
2023
Q2 		$401K Sell
12,328
-1,207
-9% -$39.4K 0.08% 75
2023
Q1 		$435K Sell
13,535
-95
-0.7% -$3K 0.09% 72
2022
Q4 		$405K Sell
13,630
-5,723
-30% -$164K 0.09% 76
2022
Q3 		$499K Sell
19,353
-2,292
-11% -$66.1K 0.14% 67
2022
Q2 		$624K Buy
21,645
+6,163
+40% +$195K 0.17% 62
2022
Q1 		$531K Sell
15,482
-23,044
-60% -$800K 0.24% 51
2021
Q4 		$1.41M Sell
38,526
-70,678
-65% -$2.6M 0.4% 39
2021
Q3 		$3.95M Sell
109,204
-3,459
-3% -$128K 1.33% 23
2021
Q2 		$4.14M Buy
112,663
+4,717
+4% +$175K 1.51% 20
2021
Q1 		$3.82M Sell
107,946
-4,692
-4% -$164K 1.65% 18
2020
Q4 		$3.8M Sell
112,638
-2,179
-2% -$68.7K 1.71% 16
2020
Q3 		$3.36M Sell
114,817
-2,522
-2% -$73.7K 1.74% 16
2020
Q2 		$3.24M Buy
117,339
+3,094
+3% +$81K 1.78% 17
2020
Q1 		$2.73M Buy
114,245
+11,293
+11% +$323K 1.78% 16
2019
Q4 		$3.23M Buy
102,952
+3,603
+4% +$110K 1.67% 17
2019
Q3 		$2.92M Buy
99,349
+5,543
+6% +$161K 1.58% 18
2019
Q2 		$2.78M Buy
93,806
+3,100
+3% +$91.3K 1.51% 19
2019
Q1 		$2.65M Buy
90,706
+5,028
+6% +$143K 1.47% 19
2018
Q4 		$2.27M Buy
85,678
+9,865
+13% +$278K 1.42% 19
2018
Q3 		$2.33M Buy
75,813
+10,343
+16% +$316K 1.3% 19
2018
Q2 		$1.99M Buy
65,470
+4,379
+7% +$138K 1.16% 19
2018
Q1 		$1.92M Buy
+61,091
New +$1.96M 1.14% 19

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 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

Moisand Fitzgerald Tamayo's SPDW Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.7% in Q2 2026, selling an estimated $11.8K and leaving 8,682 shares worth $437K. The position accounts for 0.04% of the portfolio, ranked #86.

Moisand Fitzgerald Tamayo first reported a position in SPDW in Q1 2018 and has held it in 34 quarters since. The position peaked at $4.14M in Q2 2021. 631 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 8,682 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $437K as of Q2 2026.
  • Moisand Fitzgerald Tamayo sold 239 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $11.8K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.04% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #86 holding.
  • Moisand Fitzgerald Tamayo first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2018 and has held it in 34 quarters since.
  • Moisand Fitzgerald Tamayo's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $4.14M in Q2 2021.
  • 631 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.