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

IFS 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 Q3	$9.6M	Buy	191,930 +2,382	+1%	+$121K	2.9%	9
2026 Q2	$9.6M	Buy	189,548 +4,006	+2%	+$199K	4.57%	9
2026 Q1	$8.47M	Buy	185,542 +8,789	+5%	+$412K	4.36%	9
2025 Q4	$7.85M	Buy	+176,753	New	+$7.72M	4.08%	9
2022 Q2	–	Sell	-1,133	Closed	-$38K	–	125
2022 Q1	$38K	Sell	1,133 -311,963	-100%	-$10.8M	0.04%	26
2021 Q4	$11.4M	Sell	313,096 -62,273	-17%	-$2.29M	8.03%	4
2021 Q3	$13.6M	Buy	375,369 +19,521	+5%	+$725K	8.71%	4
2021 Q2	$13.1M	Buy	+355,848	New	+$13.2M	8.79%	2

Other funds holding SPDW

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

IFS Advisors's SPDW Position: Q3 2026 in Review

IFS Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.3% in Q3 2026, buying an estimated $121K and bringing the position to 191,930 shares worth $9.6M. The position accounts for 2.9% of the portfolio, ranked #9.

IFS Advisors first reported a position in SPDW in Q2 2021 and has held it in 8 quarters since. The position peaked at $13.6M in Q3 2021. 273 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

IFS Advisors held 191,930 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $9.6M as of Q3 2026.
IFS Advisors bought 2,382 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $121K.
State Street SPDR Portfolio Developed World ex-US ETF made up 2.9% of IFS Advisors's portfolio in Q3 2026, its #9 holding.
IFS Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2021 and has held it in 8 quarters since.
IFS Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $13.6M in Q3 2021.
273 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.