MONECO Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

MONECO Advisors’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	$22.2M	Buy	487,362 +137,755	+39%	+$6.46M	1.73%	12
2025 Q4	$15.5M	Buy	349,607 +57,320	+20%	+$2.5M	1.23%	17
2025 Q3	$12.5M	Buy	292,287 +89,059	+44%	+$3.69M	1.04%	19
2025 Q2	$8.23M	Buy	203,228 +77,030	+61%	+$2.95M	0.77%	27
2025 Q1	$4.59M	Buy	126,198 +30,522	+32%	+$1.1M	0.48%	42
2024 Q4	$3.27M	Buy	95,676 +16,078	+20%	+$576K	0.34%	69
2024 Q3	$2.99M	Buy	79,598 +14,436	+22%	+$521K	0.37%	72
2024 Q2	$2.29M	Buy	65,162 +25,979	+66%	+$924K	0.34%	84
2024 Q1	$1.4M	Sell	39,183 -2,695	-6%	-$92.6K	0.22%	115
2023 Q4	$1.42M	Buy	41,878 +13,977	+50%	+$444K	0.27%	97
2023 Q3	$865K	Buy	27,901 +3,466	+14%	+$112K	0.23%	109
2023 Q2	$795K	Buy	24,435 +10,721	+78%	+$350K	0.22%	118
2023 Q1	$441K	Buy	13,714 +4,310	+46%	+$136K	0.13%	179
2022 Q4	$279K	Buy	+9,404	New	+$270K	0.1%	201

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MONECO Advisors's SPDW Position: Q1 2026 in Review

MONECO Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 39% in Q1 2026, buying an estimated $6.46M and bringing the position to 487,362 shares worth $22.2M. The position accounts for 1.73% of the portfolio, ranked #12.

MONECO Advisors first reported a position in SPDW in Q4 2022 and has held it in 14 quarters since. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

MONECO Advisors held 487,362 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $22.2M as of Q1 2026.
MONECO Advisors bought 137,755 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $6.46M.
State Street SPDR Portfolio Developed World ex-US ETF made up 1.73% of MONECO Advisors's portfolio in Q1 2026, its #12 holding.
MONECO Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 14 quarters since.
1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.