Montz Harcus Wealth Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Montz Harcus 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 Q1	$11.6M	Buy	253,360 +19,917	+9%	+$935K	4.67%	7
2025 Q4	$10.4M	Buy	233,443 +9,166	+4%	+$401K	4.2%	8
2025 Q3	$9.6M	Buy	224,277 +10,375	+5%	+$430K	4.19%	7
2025 Q2	$8.66M	Buy	213,902 +28,173	+15%	+$1.08M	4.18%	8
2025 Q1	$6.76M	Buy	185,729 +16,473	+10%	+$595K	3.7%	10
2024 Q4	$5.78M	Buy	169,256 +11,546	+7%	+$413K	3.23%	10
2024 Q3	$5.92M	Buy	157,710 +11,052	+8%	+$399K	3.46%	10
2024 Q2	$5.14M	Buy	146,658 +3,567	+2%	+$127K	3.34%	11
2024 Q1	$5.13M	Buy	143,091 +13,629	+11%	+$468K	3.47%	11
2023 Q4	$4.4M	Buy	129,462 +11,179	+9%	+$355K	3.36%	11
2023 Q3	$3.67M	Buy	118,283 +1,455	+1%	+$47K	3.13%	11
2023 Q2	$3.8M	Buy	116,828 +7,867	+7%	+$257K	3.15%	11
2023 Q1	$3.5M	Buy	108,961 +3,153	+3%	+$99.5K	3.23%	10
2022 Q4	$3.14M	Buy	105,808 +10,024	+10%	+$288K	3.11%	11
2022 Q3	$2.47M	Buy	95,784 +3,885	+4%	+$112K	2.72%	12
2022 Q2	$2.65M	Buy	91,899 +5,796	+7%	+$183K	2.79%	11
2022 Q1	$2.95M	Buy	86,103 +8,484	+11%	+$294K	2.65%	12
2021 Q4	$2.83M	Buy	+77,619	New	+$2.85M	2.48%	13

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

Montz Harcus Wealth Management's SPDW Position: Q1 2026 in Review

Montz Harcus Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 8.5% in Q1 2026, buying an estimated $935K and bringing the position to 253,360 shares worth $11.6M. The position accounts for 4.67% of the portfolio, ranked #7.

Montz Harcus Wealth Management first reported a position in SPDW in Q4 2021 and has held it in 18 quarters since. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Montz Harcus Wealth Management held 253,360 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $11.6M as of Q1 2026.
Montz Harcus Wealth Management bought 19,917 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $935K.
State Street SPDR Portfolio Developed World ex-US ETF made up 4.67% of Montz Harcus Wealth Management's portfolio in Q1 2026, its #7 holding.
Montz Harcus Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 18 quarters since.
1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.