IHT Wealth Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

IHT Wealth Management’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	$24.1M	Buy	477,329 +70,835	+17%	+$3.51M	0.51%	35
2026 Q1	$18.6M	Buy	406,494 +11,692	+3%	+$549K	0.43%	45
2025 Q4	$17.6M	Sell	394,802 -6,350	-2%	-$277K	0.43%	50
2025 Q3	$17.2M	Sell	401,152 -865	-0.2%	-$35.8K	0.43%	48
2025 Q2	$16.3M	Buy	402,017 +5,088	+1%	+$195K	0.45%	46
2025 Q1	$14.5M	Sell	396,929 -261,832	-40%	-$9.46M	0.45%	48
2024 Q4	$22.5M	Sell	658,761 -39,498	-6%	-$1.41M	0.73%	24
2024 Q3	$26.2M	Sell	698,259 -221,911	-24%	-$8.01M	0.74%	22
2024 Q2	$32.3M	Sell	920,170 -29,848	-3%	-$1.06M	1.2%	14
2024 Q1	$34M	Sell	950,018 -30,418	-3%	-$1.04M	1.36%	12
2023 Q4	$33.3M	Sell	980,436 -6,394	-0.6%	-$203K	1.49%	8
2023 Q3	$30.6M	Buy	986,830 +45,385	+5%	+$1.47M	1.55%	8
2023 Q2	$30.6M	Buy	941,445 +49,018	+5%	+$1.6M	1.6%	7
2023 Q1	$28.7M	Buy	892,427 +263,624	+42%	+$8.32M	1.64%	6
2022 Q4	$18.7M	Sell	628,803 -8,122	-1%	-$233K	1.17%	12
2022 Q3	$16.4M	Buy	636,925 +90,360	+17%	+$2.61M	1.25%	11
2022 Q2	$15.8M	Sell	546,565 -49,728	-8%	-$1.57M	1.39%	10
2022 Q1	$20.4M	Buy	596,293 +41,794	+8%	+$1.45M	1.55%	10
2021 Q4	$20.2M	Buy	554,499 +37,153	+7%	+$1.37M	1.49%	11
2021 Q3	$18.7M	Buy	517,346 +34,976	+7%	+$1.3M	1.52%	9
2021 Q2	$17.7M	Buy	482,370 +67,435	+16%	+$2.5M	1.13%	12
2021 Q1	$14.7M	Buy	414,935 +87,490	+27%	+$3.07M	1.06%	11
2020 Q4	$11.1M	Buy	327,445 +12,502	+4%	+$394K	0.92%	14
2020 Q3	$9.21M	Sell	314,943 -174,091	-36%	-$5.08M	0.92%	14
2020 Q2	$13.5M	Buy	489,034 +42,500	+10%	+$1.11M	1.85%	7
2020 Q1	$10.7M	Buy	446,534 +406,994	+1,029%	+$11.6M	1.54%	10
2019 Q4	$1.24M	Buy	+39,540	New	+$1.2M	0.15%	156

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

IHT Wealth Management's SPDW Position: Q2 2026 in Review

IHT Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 17% in Q2 2026, buying an estimated $3.51M and bringing the position to 477,329 shares worth $24.1M. The position accounts for 0.51% of the portfolio, ranked #35.

IHT Wealth Management first reported a position in SPDW in Q4 2019 and has held it in 27 quarters since. The position peaked at $34M in Q1 2024. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

IHT Wealth Management held 477,329 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $24.1M as of Q2 2026.
IHT Wealth Management bought 70,835 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $3.51M.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.51% of IHT Wealth Management's portfolio in Q2 2026, its #35 holding.
IHT Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 27 quarters since.
IHT Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $34M in Q1 2024.
1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.