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 Q2	$344K	Buy	+6,828	New	+$338K	0.01%	705
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 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

IFG Advisory's SPDW Position: Q2 2026 in Review

IFG Advisory opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026: 6,828 shares worth $344K. The stake represents 0.01% of the portfolio and ranks #705 among its holdings. This is a return to the name: IFG Advisory previously reported a position in SPDW as recently as Q4 2025.

IFG Advisory first reported a position in SPDW in Q3 2022 and has held it in 5 quarters since. The position peaked at $605K in Q3 2025. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

IFG Advisory held 6,828 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $344K as of Q2 2026.
State Street SPDR Portfolio Developed World ex-US ETF was a new IFG Advisory position in Q2 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #705 holding.
IFG Advisory first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2022 and has held it in 5 quarters since.
IFG Advisory's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $605K in Q3 2025.
1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.