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Morrissey Wealth Management, LLC’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Morrissey Wealth Management, LLC’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 		$812K Buy
+16,072
New +$797K 0.51% 14

Other funds holding SPDW

Creative Planning
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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 22.9% 1-Year Est. Return

Morrissey Wealth Management, LLC's SPDW Position: Q2 2026 in Review

Morrissey Wealth Management, LLC opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026: 16,072 shares worth $812K. The stake represents 0.51% of the portfolio and ranks #14 among its holdings.

1,236 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Morrissey Wealth Management, LLC held 16,072 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $812K as of Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF was a new Morrissey Wealth Management, LLC position in Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.51% of Morrissey Wealth Management, LLC's portfolio in Q2 2026, its #14 holding.
  • 1,236 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Morrissey Wealth Management, LLC's 13F filing for Q2 2026, filed 5 Oct 2026.