MFWP
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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
2025
Q4 		– Sell
-12,770
Closed -$545K – 254
2025
Q3 		$545K Buy
+12,770
New +$529K 0.06% 135

Other funds holding SPDW

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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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. 1,027 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.
  • 1,027 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.