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

Moneta Group Investment 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 Q2	$2.26M	Buy	44,875 +6,160	+16%	+$305K	0.02%	284
2026 Q1	$1.77M	Sell	38,715 -379	-1%	-$17.8K	0.01%	280
2025 Q4	$1.74M	Buy	39,094 +2,137	+6%	+$93.4K	0.01%	280
2025 Q3	$1.58M	Buy	36,957 +1,032	+3%	+$42.8K	0.01%	285
2025 Q2	$1.45M	Buy	35,925 +5,449	+18%	+$209K	0.02%	258
2025 Q1	$1.11M	Buy	30,476 +10,810	+55%	+$391K	0.02%	278
2024 Q4	$671K	Buy	19,666 +9,846	+100%	+$353K	0.01%	339
2024 Q3	$369K	Sell	9,820 -677	-6%	-$24.4K	0.01%	474
2024 Q2	$368K	Buy	10,497 +1,533	+17%	+$54.5K	0.01%	443
2024 Q1	$321K	Buy	8,964 +530	+6%	+$18.2K	0.01%	466
2023 Q4	$287K	Buy	8,434 +5	+0.1%	+$159	0.01%	453
2023 Q3	$261K	Sell	8,429 -392	-4%	-$12.7K	0.01%	433
2023 Q2	$287K	Sell	8,821 -5,217	-37%	-$170K	0.01%	433
2023 Q1	$451K	Buy	+14,038	New	+$443K	0.01%	335
2022 Q2	–	Sell	-6,009	Closed	-$206K	–	499
2022 Q1	$206K	Buy	6,009 +6	+0.1%	+$208	0.01%	424
2021 Q4	$219K	Sell	6,003 -73	-1%	-$2.69K	0.01%	439
2021 Q3	$220K	Buy	6,076 +504	+9%	+$18.7K	0.01%	419
2021 Q2	$205K	Buy	+5,572	New	+$207K	0.01%	430
2020 Q1	–	Sell	-27,177	Closed	-$852K	–	288
2019 Q4	$852K	Sell	27,177 -991	-4%	-$30.2K	0.07%	130
2019 Q3	$827K	Sell	28,168 -6,810	-19%	-$198K	0.08%	135
2019 Q2	$1.03M	Sell	34,978 -121,544	-78%	-$3.58M	0.1%	112
2019 Q1	$4.57M	Buy	156,522 +5,482	+4%	+$156K	0.48%	42
2018 Q4	$4M	Sell	151,040 -23,727	-14%	-$669K	0.48%	41
2018 Q3	$5.38M	Buy	174,767 +104,586	+149%	+$3.19M	0.55%	37
2018 Q2	$2.13M	Buy	+70,181	New	+$2.22M	0.24%	65

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Moneta Group Investment Advisors's SPDW Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 16% in Q2 2026, buying an estimated $305K and bringing the position to 44,875 shares worth $2.26M. The position accounts for 0.02% of the portfolio, ranked #284.

Moneta Group Investment Advisors first reported a position in SPDW in Q2 2018 and has held it in 25 quarters since. The position peaked at $5.38M in Q3 2018. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Moneta Group Investment Advisors held 44,875 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.26M as of Q2 2026.
Moneta Group Investment Advisors bought 6,160 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $305K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.02% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #284 holding.
Moneta Group Investment Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2018 and has held it in 25 quarters since.
Moneta Group Investment Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $5.38M in Q3 2018.
1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.