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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
Q2 		$9.55M 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

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
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
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IFS Advisors's SPDW Position: Q2 2026 in Review

IFS Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.2% in Q2 2026, buying an estimated $199K and bringing the position to 189,548 shares worth $9.55M. The position accounts for 4.57% of the portfolio, ranked #9.

IFS Advisors first reported a position in SPDW in Q2 2021 and has held it in 7 quarters since. The position peaked at $13.6M in Q3 2021. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • IFS Advisors held 189,548 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $9.55M as of Q2 2026.
  • IFS Advisors bought 4,006 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $199K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 4.57% of IFS Advisors's portfolio in Q2 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 7 quarters since.
  • IFS Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $13.6M in Q3 2021.
  • 1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on IFS Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.