IWM
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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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IHT Wealth Management's SPDW Position: Q1 2026 in Review

IHT Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 3% in Q1 2026, buying an estimated $549K and bringing the position to 406,494 shares worth $18.6M. The position accounts for 0.43% of the portfolio, ranked #45.

IHT Wealth Management first reported a position in SPDW in Q4 2019 and has held it in 26 quarters since. The position peaked at $34M in Q1 2024. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • IHT Wealth Management held 406,494 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $18.6M as of Q1 2026.
  • IHT Wealth Management bought 11,692 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $549K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.43% of IHT Wealth Management's portfolio in Q1 2026, its #45 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 26 quarters since.
  • IHT Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $34M in Q1 2024.
  • 1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.