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

IFG Advisory’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 		– Sell
-6,619
Closed -$294K – 790
2025
Q4 		$294K Sell
6,619
-7,511
-53% -$328K 0.01% 643
2025
Q3 		$605K Buy
14,130
+8,737
+162% +$362K 0.03% 455
2025
Q2 		$218K Buy
+5,393
New +$207K 0.01% 696
2022
Q4 		– Sell
-22,919
Closed -$591K – 534
2022
Q3 		$591K Buy
+22,919
New +$661K 0.05% 288

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

IFG Advisory's SPDW Position: Q1 2026 in Review

IFG Advisory sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2026, closing a stake of 6,619 shares — an estimated $294K sold.

IFG Advisory first reported a position in SPDW in Q3 2022 and held it in 4 quarters. The position peaked at $605K in Q3 2025. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • IFG Advisory reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 6,619 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $294K.
  • IFG Advisory first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2022 and held it in 4 quarters.
  • IFG Advisory's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $605K in Q3 2025.
  • 1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.