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 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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IFS Advisors's SPDW Position: Q1 2026 in Review

IFS Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 5% in Q1 2026, buying an estimated $412K and bringing the position to 185,542 shares worth $8.47M. The position accounts for 4.36% of the portfolio, ranked #9.

IFS Advisors first reported a position in SPDW in Q2 2021 and has held it in 6 quarters since. The position peaked at $13.6M in Q3 2021. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

IFS Advisors held 185,542 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $8.47M as of Q1 2026.
IFS Advisors bought 8,789 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $412K.
State Street SPDR Portfolio Developed World ex-US ETF made up 4.36% of IFS Advisors's portfolio in Q1 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 6 quarters since.
IFS Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $13.6M in Q3 2021.
1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.