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

IFP Advisors’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 		$46.2M Buy
915,993
+90,146
+11% +$4.47M 0.83% 12
2026
Q1 		$37.7M Buy
825,847
+31,259
+4% +$1.47M 0.78% 14
2025
Q4 		$35.3M Sell
794,588
-12,209
-2% -$533K 0.79% 16
2025
Q3 		$34.5M Buy
806,797
+23,173
+3% +$960K 0.9% 14
2025
Q2 		$31.7M Buy
783,624
+115,000
+17% +$4.41M 0.9% 13
2025
Q1 		$24.3M Sell
668,624
-153,565
-19% -$5.55M 0.75% 16
2024
Q4 		$28.1M Buy
822,189
+108,916
+15% +$3.9M 0.92% 12
2024
Q3 		$26.8M Buy
713,273
+50,626
+8% +$1.83M 0.97% 12
2024
Q2 		$23.2M Buy
662,647
+68,588
+12% +$2.44M 0.92% 15
2024
Q1 		$21.3M Buy
594,059
+87,210
+17% +$3M 0.93% 13
2023
Q4 		$17.2M Sell
506,849
-115,302
-19% -$3.66M 0.81% 16
2023
Q3 		$19.4M Buy
622,151
+28,473
+5% +$920K 0.87% 18
2023
Q2 		$19.3M Buy
593,678
+22,338
+4% +$729K 0.81% 19
2023
Q1 		$13.7M Sell
571,340
-372,305
-39% -$11.8M 0.6% 27
2022
Q4 		$22.9M Buy
943,645
+36,170
+4% +$1.04M 0.61% 19
2022
Q3 		$22.3M Buy
907,475
+97,921
+12% +$2.82M 0.58% 21
2022
Q2 		$19.7M Hold
809,554
– – 0.63% 19
2022
Q1 		$19.7M Buy
809,554
+171,730
+27% +$5.96M 0.63% 19
2021
Q4 		$23.4M Buy
637,824
+30,974
+5% +$1.14M 0.46% 25
2021
Q3 		$22.1M Buy
606,850
+44,966
+8% +$1.67M 0.44% 23
2021
Q2 		$20.7M Buy
561,884
+210,502
+60% +$7.81M 0.43% 23
2021
Q1 		$12.4M Sell
351,382
-60,515
-15% -$2.12M 0.24% 33
2020
Q4 		$13.9M Buy
411,897
+125,846
+44% +$3.97M 0.56% 23
2020
Q3 		$8.35M Buy
286,051
+55,761
+24% +$1.63M 0.5% 38
2020
Q2 		$6.35M Sell
230,290
-19,198
-8% -$502K 0.5% 39
2020
Q1 		$6.07M Sell
249,488
-20,852
-8% -$597K 0.61% 29
2019
Q4 		$8.49M Sell
270,340
-35,186
-12% -$1.07M 0.64% 25
2019
Q3 		$8.94M Buy
+305,526
New +$8.86M 0.6% 26
2019
Q1 		$195K Sell
6,583
-84,482
-93% -$2.41M 0.03% 481
2018
Q4 		$2.4M Sell
91,065
-30,090
-25% -$848K 0.15% 157
2018
Q3 		$3.73M Buy
121,155
+65,282
+117% +$1.99M 0.15% 158
2018
Q2 		$1.7M Buy
55,873
+43,692
+359% +$1.38M 0.07% 282
2018
Q1 		$386K Hold
12,181
– – 0.02% 721
2017
Q4 		$386K Buy
12,181
+6,477
+114% +$202K 0.02% 720
2017
Q3 		$175K Sell
5,704
-21
-0.4% -$627 0.01% 1221
2017
Q2 		$167K Buy
5,725
+1,260
+28% +$36.2K 0.01% 1232
2017
Q1 		$124K Sell
4,465
-600
-12% -$16.2K 0.01% 1379
2016
Q4 		$130K Sell
5,065
-1,340
-21% -$34.6K 0.01% 1290
2016
Q3 		$170K Sell
6,405
-884
-12% -$22.9K 0.01% 1081
2016
Q2 		$182K Buy
7,289
+706
+11% +$18K 0.01% 1017
2016
Q1 		$195K Buy
6,583
+6,221
+1,719% +$150K 0.03% 481
2015
Q4 		$9K Buy
+362
New +$9.6K ﹤0.01% 2645

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

IFP Advisors's SPDW Position: Q2 2026 in Review

IFP Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 11% in Q2 2026, buying an estimated $4.47M and bringing the position to 915,993 shares worth $46.2M. The position accounts for 0.83% of the portfolio, ranked #12.

IFP Advisors first reported a position in SPDW in Q4 2015 and has held it in 42 quarters since. 358 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • IFP Advisors held 915,993 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $46.2M as of Q2 2026.
  • IFP Advisors bought 90,146 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $4.47M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.83% of IFP Advisors's portfolio in Q2 2026, its #12 holding.
  • IFP Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2015 and has held it in 42 quarters since.
  • 358 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.