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

IEQ Capital’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	$1.25M	Buy	24,921 +2,034	+9%	+$103K	0.01%	987
2026 Q2	$1.15M	Buy	22,887 +4,695	+26%	+$233K	0.01%	1048
2026 Q1	$830K	Sell	18,192 -72	-0.4%	-$3.38K	﹤0.01%	1114
2025 Q4	$811K	Buy	18,264 +4,591	+34%	+$201K	﹤0.01%	1122
2025 Q3	$585K	Buy	13,673 +5,089	+59%	+$211K	﹤0.01%	1225
2025 Q2	$348K	Buy	+8,584	New	+$329K	﹤0.01%	1324

Other funds holding SPDW

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

IEQ Capital's SPDW Position: Q3 2026 in Review

IEQ Capital increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 8.9% in Q3 2026, buying an estimated $103K and bringing the position to 24,921 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #987.

IEQ Capital first reported a position in SPDW in Q2 2025 and has held it in 6 quarters since. 1,036 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

IEQ Capital held 24,921 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.25M as of Q3 2026.
IEQ Capital bought 2,034 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $103K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of IEQ Capital's portfolio in Q3 2026, its #987 holding.
IEQ Capital first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2025 and has held it in 6 quarters since.
1,036 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.