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 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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MSH Capital Advisors's SPDW Position: Q1 2026 in Review

MSH Capital Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.7% in Q1 2026, buying an estimated $11.7K and bringing the position to 9,341 shares worth $426K. The position accounts for 0.09% of the portfolio, ranked #188.

MSH Capital Advisors first reported a position in SPDW in Q4 2023 and has held it in 10 quarters since. The position peaked at $470K in Q3 2024. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

MSH Capital Advisors held 9,341 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $426K as of Q1 2026.
MSH Capital Advisors bought 250 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $11.7K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.09% of MSH Capital Advisors's portfolio in Q1 2026, its #188 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 10 quarters since.
MSH Capital Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $470K in Q3 2024.
1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.