MF
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Montis Financial’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Montis Financial’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 		$6.4M Sell
127,107
-2,026
-2% -$100K 1.31% 20
2026
Q1 		$5.89M Buy
129,133
+5,069
+4% +$238K 1.22% 21
2025
Q4 		$5.51M Sell
124,064
-4,038
-3% -$176K 1.09% 22
2025
Q3 		$5.48M Buy
128,102
+73,379
+134% +$3.04M 1.26% 22
2025
Q2 		$2.22M Buy
54,723
+756
+1% +$29K 0.62% 29
2025
Q1 		$1.96M Sell
53,967
-898
-2% -$32.5K 0.58% 29
2024
Q4 		$1.87M Sell
54,865
-142
-0.3% -$5.08K 0.58% 32
2024
Q3 		$2.07M Buy
+55,007
New +$1.99M 0.73% 24

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

Montis Financial's SPDW Position: Q2 2026 in Review

Montis Financial reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.6% in Q2 2026, selling an estimated $100K and leaving 127,107 shares worth $6.4M. The position accounts for 1.31% of the portfolio, ranked #20.

Montis Financial first reported a position in SPDW in Q3 2024 and has held it in 8 quarters since. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Montis Financial held 127,107 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $6.4M as of Q2 2026.
  • Montis Financial sold 2,026 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $100K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.31% of Montis Financial's portfolio in Q2 2026, its #20 holding.
  • Montis Financial first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.