Morton Brown Family Wealth’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Morton Brown Family Wealth’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	$401K	Buy	7,956 +484	+6%	+$24K	0.09%	45
2026 Q1	$341K	Buy	7,472 +212	+3%	+$9.95K	0.09%	42
2025 Q4	$322K	Buy	7,260 +94	+1%	+$4.11K	0.09%	45
2025 Q3	$307K	Hold	7,166	–	–	0.09%	45
2025 Q2	$290K	Buy	7,166 +316	+5%	+$12.1K	0.09%	48
2025 Q1	$249K	Sell	6,850 -557	-8%	-$20.1K	0.08%	48
2024 Q4	$253K	Buy	+7,407	New	+$265K	0.09%	53
2023 Q2	–	Sell	-462	Closed	-$14.8K	–	274
2023 Q1	$14.8K	Buy	+462	New	+$14.6K	0.01%	112

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

Morton Brown Family Wealth's SPDW Position: Q2 2026 in Review

Morton Brown Family Wealth increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 6.5% in Q2 2026, buying an estimated $24K and bringing the position to 7,956 shares worth $401K. The position accounts for 0.09% of the portfolio, ranked #45.

Morton Brown Family Wealth first reported a position in SPDW in Q1 2023 and has held it in 8 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Morton Brown Family Wealth held 7,956 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $401K as of Q2 2026.
Morton Brown Family Wealth bought 484 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $24K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.09% of Morton Brown Family Wealth's portfolio in Q2 2026, its #45 holding.
Morton Brown Family Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2023 and has held it in 8 quarters since.
1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.