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

MSH Capital 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 		$450K Sell
8,933
-408
-4% -$20.2K 0.08% 223
2026
Q1 		$426K Buy
9,341
+250
+3% +$11.7K 0.09% 188
2025
Q4 		$404K Sell
9,091
-10
-0.1% -$437 0.09% 197
2025
Q3 		$389K Sell
9,101
-2,137
-19% -$88.6K 0.1% 185
2025
Q2 		$455K Buy
11,238
+430
+4% +$16.5K 0.13% 173
2025
Q1 		$394K Sell
10,808
-644
-6% -$23.3K 0.12% 171
2024
Q4 		$391K Sell
11,452
-1,048
-8% -$37.5K 0.12% 170
2024
Q3 		$470K Sell
12,500
-531
-4% -$19.2K 0.14% 155
2024
Q2 		$457K Buy
13,031
+7,046
+118% +$251K 0.15% 141
2024
Q1 		$215K Hold
5,985
– – 0.08% 201
2023
Q4 		$204K Buy
+5,985
New +$190K 0.08% 204

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

MSH Capital Advisors's SPDW Position: Q2 2026 in Review

MSH Capital Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 4.4% in Q2 2026, selling an estimated $20.2K and leaving 8,933 shares worth $450K. The position accounts for 0.08% of the portfolio, ranked #223.

MSH Capital Advisors first reported a position in SPDW in Q4 2023 and has held it in 11 quarters since. The position peaked at $470K in Q3 2024. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • MSH Capital Advisors held 8,933 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $450K as of Q2 2026.
  • MSH Capital Advisors sold 408 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $20.2K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.08% of MSH Capital Advisors's portfolio in Q2 2026, its #223 holding.
  • MSH Capital Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 11 quarters since.
  • MSH Capital Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $470K in Q3 2024.
  • 1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.