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

Morling Financial 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 		$141K Sell
2,801
-4
-0.1% -$198 0.04% 94
2026
Q1 		$128K Sell
2,805
-91
-3% -$4.27K 0.04% 83
2025
Q4 		$129K Sell
2,896
-16
-0.5% -$699 0.04% 80
2025
Q3 		$125K Hold
2,912
– – 0.04% 78
2025
Q2 		$118K Sell
2,912
-14
-0.5% -$537 0.04% 79
2025
Q1 		$107K Sell
2,926
-119
-4% -$4.3K 0.04% 90
2024
Q4 		$104K Hold
3,045
– – 0.04% 84
2024
Q3 		$114K Hold
3,045
– – 0.04% 77
2024
Q2 		$107K Sell
3,045
-23,924
-89% -$851K 0.05% 69
2024
Q1 		$967K Sell
26,969
-237
-0.9% -$8.14K 0.55% 26
2023
Q4 		$925K Hold
27,206
– – 0.75% 23
2023
Q3 		$844K Hold
27,206
– – 0.84% 23
2023
Q2 		$885K Sell
27,206
-66
-0.2% -$2.15K 0.85% 25
2023
Q1 		$876K Hold
27,272
– – 0.94% 22
2022
Q4 		$810K Sell
27,272
-51
-0.2% -$1.46K 1.03% 23
2022
Q3 		$705K Sell
27,323
-8
-0% -$231 0.96% 24
2022
Q2 		$788K Hold
27,331
– – 1.03% 23
2022
Q1 		$937K Buy
27,331
+23,887
+694% +$829K 1.18% 19
2021
Q4 		$126K Buy
+3,444
New +$127K 0.12% 52

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

Morling Financial Advisors's SPDW Position: Q2 2026 in Review

Morling Financial Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.14% in Q2 2026, selling an estimated $198 and leaving 2,801 shares worth $141K. The position accounts for 0.04% of the portfolio, ranked #94.

Morling Financial Advisors first reported a position in SPDW in Q4 2021 and has held it in 19 quarters since. The position peaked at $967K in Q1 2024. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Morling Financial Advisors held 2,801 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $141K as of Q2 2026.
  • Morling Financial Advisors sold 4 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $198.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.04% of Morling Financial Advisors's portfolio in Q2 2026, its #94 holding.
  • Morling Financial Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 19 quarters since.
  • Morling Financial Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $967K in Q1 2024.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

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