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

Mutual 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	$10.4M	Buy	228,669 +11,558	+5%	+$542K	0.22%	82
2025 Q4	$9.64M	Buy	217,111 +8,446	+4%	+$369K	0.21%	94
2025 Q3	$9.09M	Buy	208,665 +8,005	+4%	+$332K	0.2%	99
2025 Q2	$8.27M	Buy	200,660 +4,501	+2%	+$173K	0.21%	101
2025 Q1	$7.36M	Buy	196,159 +126,412	+181%	+$4.57M	0.21%	94
2024 Q4	$2.41M	Sell	69,747 -2,175	-3%	-$77.9K	0.07%	240
2024 Q3	$2.6M	Sell	71,922 -113,538	-61%	-$4.1M	0.08%	236
2024 Q2	$6.59M	Buy	185,460 +10,558	+6%	+$376K	0.2%	100
2024 Q1	$6.27M	Sell	174,902 -87,955	-33%	-$3.02M	0.2%	99
2023 Q4	$8.94M	Buy	262,857 +91,370	+53%	+$2.9M	0.31%	56
2023 Q3	$5.32M	Sell	171,487 -126,173	-42%	-$4.07M	0.21%	95
2023 Q2	$9.69M	Buy	297,660 +101,977	+52%	+$3.33M	0.37%	42
2023 Q1	$6.29M	Buy	195,683 +5,358	+3%	+$169K	0.26%	82
2022 Q4	$5.65M	Buy	190,325 +34,298	+22%	+$984K	0.25%	82
2022 Q3	$4.03M	Sell	156,027 -13,234	-8%	-$382K	0.21%	100
2022 Q2	$4.88M	Buy	169,261 +45,639	+37%	+$1.44M	0.32%	69
2022 Q1	$4.24M	Sell	123,622 -38,026	-24%	-$1.32M	0.24%	90
2021 Q4	$5.9M	Sell	161,648 -54,314	-25%	-$2M	0.31%	68
2021 Q3	$7.82M	Buy	215,962 +77,957	+56%	+$2.89M	0.46%	37
2021 Q2	$5.08M	Buy	138,005 +87,558	+174%	+$3.25M	0.3%	76
2021 Q1	$1.78M	Sell	50,447 -28,465	-36%	-$998K	0.12%	213
2020 Q4	$2.66M	Buy	78,912 +4,298	+6%	+$135K	0.2%	114
2020 Q3	$2.18M	Sell	74,614 -2,464	-3%	-$72K	0.19%	128
2020 Q2	$2.13M	Buy	77,078 +15,455	+25%	+$404K	0.21%	118
2020 Q1	$1.48M	Sell	61,623 -62,451	-50%	-$1.79M	0.2%	134
2019 Q4	$3.89M	Buy	124,074 +85,604	+223%	+$2.61M	0.41%	48
2019 Q3	$1.13M	Sell	38,470 -16,810	-30%	-$488K	0.15%	165
2019 Q2	$1.64M	Buy	55,280 +34,153	+162%	+$1.01M	0.21%	108
2019 Q1	$617K	Buy	21,127 +5,332	+34%	+$152K	0.09%	243
2018 Q4	$418K	Buy	15,795 +2,269	+17%	+$64K	0.08%	262
2018 Q3	$416K	Buy	13,526 +1,337	+11%	+$40.8K	0.06%	304
2018 Q2	$371K	Buy	12,189 +2,661	+28%	+$84.1K	0.08%	285
2018 Q1	$299K	Buy	+9,528	New	+$306K	0.08%	308

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

Mutual Advisors's SPDW Position: Q1 2026 in Review

Mutual Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 5.3% in Q1 2026, buying an estimated $542K and bringing the position to 228,669 shares worth $10.4M. The position accounts for 0.22% of the portfolio, ranked #82.

Mutual Advisors first reported a position in SPDW in Q1 2018 and has held it in 33 quarters since. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Mutual Advisors held 228,669 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $10.4M as of Q1 2026.
Mutual Advisors bought 11,558 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $542K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.22% of Mutual Advisors's portfolio in Q1 2026, its #82 holding.
Mutual Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2018 and has held it in 33 quarters since.
1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.