Moran Wealth Management
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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
Q3 		$348K Buy
6,940
+848
+14% +$43.1K 0.01% 443
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

Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
TrueFG
TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Moran Wealth Management's SPDW Position: Q3 2026 in Review

Moran Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 14% in Q3 2026, buying an estimated $43.1K and bringing the position to 6,940 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #443.

Moran Wealth Management first reported a position in SPDW in Q4 2022 and has held it in 6 quarters since. The position peaked at $25.4M in Q2 2023. 413 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Moran Wealth Management held 6,940 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $348K as of Q3 2026.
  • Moran Wealth Management bought 848 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $43.1K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Moran Wealth Management's portfolio in Q3 2026, its #443 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 6 quarters since.
  • Moran Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $25.4M in Q2 2023.
  • 413 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.