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

Moran 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 Q2	$307K	Buy	+6,092	New	+$302K	0.01%	456
2023 Q4	–	Sell	-815,820	Closed	-$25.3M	–	453
2023 Q3	$25.3M	Buy	815,820 +36,699	+5%	+$1.19M	0.98%	16
2023 Q2	$25.4M	Buy	779,121 +60,854	+8%	+$1.99M	0.95%	18
2023 Q1	$23.1M	Buy	718,267 +139,613	+24%	+$4.41M	0.87%	24
2022 Q4	$17.2M	Buy	+578,654	New	+$16.6M	0.65%	43

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

Moran Wealth Management's SPDW Position: Q2 2026 in Review

Moran Wealth Management opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026: 6,092 shares worth $307K. The stake represents 0.01% of the portfolio and ranks #456 among its holdings. This is a return to the name: Moran Wealth Management previously reported a position in SPDW as recently as Q3 2023.

Moran Wealth Management first reported a position in SPDW in Q4 2022 and has held it in 5 quarters since. The position peaked at $25.4M in Q2 2023. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Moran Wealth Management held 6,092 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $307K as of Q2 2026.
State Street SPDR Portfolio Developed World ex-US ETF was a new Moran Wealth Management position in Q2 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Moran Wealth Management's portfolio in Q2 2026, its #456 holding.
Moran Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 5 quarters since.
Moran Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $25.4M in Q2 2023.
1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.