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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
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
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

IEQ Capital's SPDW Position: Q1 2026 in Review

IEQ Capital reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.39% in Q1 2026, selling an estimated $3.38K and leaving 18,192 shares worth $830K. The position accounts for ﹤0.01% of the portfolio, ranked #1114.

IEQ Capital first reported a position in SPDW in Q2 2025 and has held it in 4 quarters since. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • IEQ Capital held 18,192 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $830K as of Q1 2026.
  • IEQ Capital sold 72 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $3.38K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1114 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 4 quarters since.
  • 1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.