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Independent Advisor Alliance’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Independent Advisor Alliance’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 		$9.59M Sell
190,401
-2,045,672
-91% -$101M 0.22% 69
2026
Q1 		$102M Buy
2,236,073
+2,048,123
+1,090% +$96.1M 1.1% 12
2025
Q4 		$8.35M Buy
187,950
+36,381
+24% +$1.59M 0.2% 72
2025
Q3 		$6.49M Buy
151,569
+6,764
+5% +$280K 0.17% 97
2025
Q2 		$5.86M Buy
144,805
+32,105
+28% +$1.23M 0.17% 101
2025
Q1 		$4.1M Sell
112,700
-1,332,764
-92% -$48.2M 0.14% 134
2024
Q4 		$49.3M Buy
1,445,464
+1,429,688
+9,062% +$51.2M 0.65% 24
2024
Q3 		$593K Buy
15,776
+268
+2% +$9.67K 0.02% 425
2024
Q2 		$544K Buy
15,508
+1,142
+8% +$40.6K 0.02% 441
2024
Q1 		$515K Buy
+14,366
New +$494K 0.02% 453

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

Independent Advisor Alliance's SPDW Position: Q2 2026 in Review

Independent Advisor Alliance reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 91% in Q2 2026, selling an estimated $101M and leaving 190,401 shares worth $9.59M. The position accounts for 0.22% of the portfolio, ranked #69.

Independent Advisor Alliance first reported a position in SPDW in Q1 2024 and has held it in 10 quarters since. The position peaked at $102M in Q1 2026. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Independent Advisor Alliance held 190,401 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $9.59M as of Q2 2026.
  • Independent Advisor Alliance sold 2,045,672 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $101M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.22% of Independent Advisor Alliance's portfolio in Q2 2026, its #69 holding.
  • Independent Advisor Alliance first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2024 and has held it in 10 quarters since.
  • Independent Advisor Alliance's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $102M in Q1 2026.
  • 1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.