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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
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 $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IAG Wealth Partners's SPDW Position: Q1 2026 in Review

IAG Wealth Partners increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 10% in Q1 2026, buying an estimated $1.8M and bringing the position to 414,844 shares worth $18.9M. The position accounts for 2.11% of the portfolio, ranked #18.

IAG Wealth Partners first reported a position in SPDW in Q4 2019 and has held it in 26 quarters since. The position peaked at $45.4M in Q4 2023. 1,196 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • IAG Wealth Partners held 414,844 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $18.9M as of Q1 2026.
  • IAG Wealth Partners bought 38,303 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $1.8M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 2.11% of IAG Wealth Partners's portfolio in Q1 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 26 quarters since.
  • IAG Wealth Partners's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $45.4M in Q4 2023.
  • 1,196 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.