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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
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 $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

Independent Advisor Alliance's SPDW Position: Q1 2026 in Review

Independent Advisor Alliance increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1,090% in Q1 2026, buying an estimated $96.1M and bringing the position to 2,236,073 shares worth $102M. The position accounts for 1.1% of the portfolio, ranked #12.

Independent Advisor Alliance first reported a position in SPDW in Q1 2024 and has held it in 9 quarters since. 1,194 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Independent Advisor Alliance held 2,236,073 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $102M as of Q1 2026.
  • Independent Advisor Alliance bought 2,048,123 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $96.1M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.1% of Independent Advisor Alliance's portfolio in Q1 2026, its #12 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 9 quarters since.
  • 1,194 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.