IAG Wealth Partners
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IAG Wealth Partners’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

IAG 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
2026
Q3 		$23.5M Buy
468,130
+19,060
+4% +$969K 2.21% 18
2026
Q2 		$22.6M Buy
449,070
+34,226
+8% +$1.7M 2.24% 15
2026
Q1 		$18.9M Buy
414,844
+38,303
+10% +$1.8M 2.11% 18
2025
Q4 		$16.7M Buy
376,541
+7,806
+2% +$341K 1.94% 19
2025
Q3 		$15.8M Buy
368,735
+6,189
+2% +$256K 1.9% 19
2025
Q2 		$14.7M Sell
362,546
-17,164
-5% -$658K 1.94% 18
2025
Q1 		$13.8M Sell
379,710
-823,665
-68% -$29.8M 2.15% 17
2024
Q4 		$41.1M Buy
1,203,375
+83,417
+7% +$2.99M 7.24% 2
2024
Q3 		$42.1M Buy
1,119,958
+29,618
+3% +$1.07M 7.78% 2
2024
Q2 		$38.2M Buy
1,090,340
+29,838
+3% +$1.06M 7.69% 2
2024
Q1 		$38M Sell
1,060,502
-274,520
-21% -$9.43M 8.16% 2
2023
Q4 		$45.4M Buy
1,335,022
+370,483
+38% +$11.8M 10.36% 1
2023
Q3 		$29.9M Buy
964,539
+39,397
+4% +$1.27M 8.34% 2
2023
Q2 		$30.1M Sell
925,142
-3,135
-0.3% -$102K 7.96% 2
2023
Q1 		$29.8M Sell
928,277
-281,893
-23% -$8.9M 8.27% 2
2022
Q4 		$35.9M Sell
1,210,170
-35,621
-3% -$1.02M 10.59% 2
2022
Q3 		$32.1M Buy
1,245,791
+83,250
+7% +$2.4M 10.68% 2
2022
Q2 		$33.5M Buy
1,162,541
+30,157
+3% +$955K 10.97% 2
2022
Q1 		$38.8M Buy
1,132,384
+264,952
+31% +$9.19M 12.21% 1
2021
Q4 		$31.6M Buy
867,432
+45,752
+6% +$1.68M 10.15% 2
2021
Q3 		$29.8M Buy
821,680
+33,835
+4% +$1.26M 10.59% 2
2021
Q2 		$29M Buy
787,845
+30,695
+4% +$1.14M 10.4% 3
2021
Q1 		$26.8M Buy
757,150
+27,442
+4% +$962K 10.21% 3
2020
Q4 		$24.6M Buy
729,708
+7,346
+1% +$231K 10.06% 2
2020
Q3 		$21.1M Sell
722,362
-125,070
-15% -$3.65M 9.75% 2
2020
Q2 		$23.4M Buy
847,432
+134,328
+19% +$3.52M 11.35% 2
2020
Q1 		$17.1M Buy
713,104
+192,328
+37% +$5.5M 11.39% 2
2019
Q4 		$16.3M Buy
+520,776
New +$15.9M 10.66% 2

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Vicus Capital
Vicus Capital State College, Pennsylvania $1.58B AUM 16.34% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

IAG Wealth Partners's SPDW Position: Q3 2026 in Review

IAG Wealth Partners increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 4.2% in Q3 2026, buying an estimated $969K and bringing the position to 468,130 shares worth $23.5M. The position accounts for 2.21% of the portfolio, ranked #18.

IAG Wealth Partners first reported a position in SPDW in Q4 2019 and has held it in 28 quarters since. The position peaked at $45.4M in Q4 2023. 889 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • IAG Wealth Partners held 468,130 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $23.5M as of Q3 2026.
  • IAG Wealth Partners bought 19,060 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $969K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 2.21% of IAG Wealth Partners's portfolio in Q3 2026, its #18 holding.
  • IAG Wealth Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 28 quarters since.
  • IAG Wealth Partners's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $45.4M in Q4 2023.
  • 889 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.