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

Mosaic Family Wealth Partners’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	$3.07M	Buy	60,978 +48,534	+390%	+$2.41M	0.21%	81
2026 Q1	$568K	Sell	12,444 -833	-6%	-$39.1K	0.06%	167
2025 Q4	$590K	Buy	+13,277	New	+$580K	0.06%	138
2025 Q3	–	Sell	-10,169	Closed	-$421K	–	244
2025 Q2	$412K	Buy	+10,169	New	+$390K	0.05%	149
2023 Q4	–	Sell	-12,642	Closed	-$392K	–	200
2023 Q3	$392K	Buy	12,642 +1,668	+15%	+$53.9K	0.08%	116
2023 Q2	$357K	Buy	10,974 +37	+0.3%	+$1.21K	0.07%	126
2023 Q1	$351K	Buy	+10,937	New	+$345K	0.07%	126

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

Mosaic Family Wealth Partners's SPDW Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 390% in Q2 2026, buying an estimated $2.41M and bringing the position to 60,978 shares worth $3.07M. The position accounts for 0.21% of the portfolio, ranked #81.

Mosaic Family Wealth Partners first reported a position in SPDW in Q1 2023 and has held it in 7 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Mosaic Family Wealth Partners held 60,978 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.07M as of Q2 2026.
Mosaic Family Wealth Partners bought 48,534 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $2.41M.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.21% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #81 holding.
Mosaic Family Wealth Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2023 and has held it in 7 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 Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.