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

Iams Wealth Management’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	$249K	Sell	4,941 -24,302	-83%	-$1.2M	0.08%	173
2026 Q1	$1.33M	Sell	29,243 -1,049	-3%	-$49.2K	0.47%	64
2025 Q4	$1.35M	Buy	30,292 +4,821	+19%	+$211K	0.49%	65
2025 Q3	$1.09M	Buy	25,471 +8,086	+47%	+$335K	0.44%	71
2025 Q2	$704K	Sell	17,385 -22,620	-57%	-$867K	0.32%	85
2025 Q1	$1.46M	Buy	40,005 +15,358	+62%	+$555K	0.67%	53
2024 Q4	$841K	Buy	24,647 +3,845	+18%	+$138K	0.38%	74
2024 Q3	$781K	Sell	20,802 -8,643	-29%	-$312K	0.38%	78
2024 Q2	$1.03M	Buy	29,445 +20,050	+213%	+$713K	0.57%	58
2024 Q1	$325K	Buy	+9,395	New	+$323K	0.2%	93

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Iams Wealth Management's SPDW Position: Q2 2026 in Review

Iams Wealth Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 83% in Q2 2026, selling an estimated $1.2M and leaving 4,941 shares worth $249K. The position accounts for 0.08% of the portfolio, ranked #173.

Iams Wealth Management first reported a position in SPDW in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.46M in Q1 2025. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Iams Wealth Management held 4,941 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $249K as of Q2 2026.
Iams Wealth Management sold 24,302 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $1.2M.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.08% of Iams Wealth Management's portfolio in Q2 2026, its #173 holding.
Iams Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2024 and has held it in 10 quarters since.
Iams Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.46M in Q1 2025.
1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.