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

Independent Financial Group’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 		$6.22M Sell
123,373
-56,971
-32% -$2.82M 0.12% 172
2026
Q1 		$8.23M Buy
180,344
+4,431
+3% +$208K 0.18% 112
2025
Q4 		$7.81M Sell
175,913
-142,423
-45% -$6.22M 0.17% 113
2025
Q3 		$13.6M Buy
318,336
+99,266
+45% +$4.11M 0.33% 47
2025
Q2 		$8.87M Buy
219,070
+24,505
+13% +$939K 0.24% 71
2025
Q1 		$7.08M Buy
194,565
+3,059
+2% +$111K 0.24% 76
2024
Q4 		$6.54M Buy
191,506
+7,755
+4% +$278K 0.22% 87
2024
Q3 		$6.9M Buy
183,751
+21,452
+13% +$774K 0.25% 76
2024
Q2 		$5.69M Buy
162,299
+38,254
+31% +$1.36M 0.23% 83
2024
Q1 		$4.45M Buy
124,045
+67,486
+119% +$2.32M 0.2% 105
2023
Q4 		$1.92M Buy
56,559
+19,183
+51% +$609K 0.1% 216
2023
Q3 		$1.16M Sell
37,376
-394
-1% -$12.7K 0.08% 284
2023
Q2 		$1.23M Sell
37,770
-1,739
-4% -$56.8K 0.08% 263
2023
Q1 		$1.27M Buy
39,509
+5,608
+17% +$177K 0.1% 230
2022
Q4 		$1.01M Buy
33,901
+114
+0.3% +$3.27K 0.09% 232
2022
Q3 		$872K Buy
33,787
+6,991
+26% +$202K 0.08% 249
2022
Q2 		$773K Buy
26,796
+1,123
+4% +$35.6K 0.08% 279
2022
Q1 		$880K Buy
25,673
+1,090
+4% +$37.8K 0.07% 291
2021
Q4 		$897K Buy
24,583
+1,475
+6% +$54.3K 0.07% 275
2021
Q3 		$837K Buy
23,108
+132
+0.6% +$4.9K 0.09% 255
2021
Q2 		$845K Sell
22,976
-1,831
-7% -$67.9K 0.09% 254
2021
Q1 		$877K Buy
24,807
+725
+3% +$25.4K 0.11% 200
2020
Q4 		$813K Buy
24,082
+1,788
+8% +$56.3K 0.12% 196
2020
Q3 		$652K Buy
22,294
+1,702
+8% +$49.7K 0.12% 189
2020
Q2 		$569K Buy
20,592
+2,743
+15% +$71.8K 0.13% 199
2020
Q1 		$427K Buy
+17,849
New +$511K 0.13% 196

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 Financial Group's SPDW Position: Q2 2026 in Review

Independent Financial Group reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 32% in Q2 2026, selling an estimated $2.82M and leaving 123,373 shares worth $6.22M. The position accounts for 0.12% of the portfolio, ranked #172.

Independent Financial Group first reported a position in SPDW in Q1 2020 and has held it in 26 quarters since. The position peaked at $13.6M in Q3 2025. 1,184 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Independent Financial Group held 123,373 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $6.22M as of Q2 2026.
  • Independent Financial Group sold 56,971 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $2.82M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.12% of Independent Financial Group's portfolio in Q2 2026, its #172 holding.
  • Independent Financial Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $13.6M in Q3 2025.
  • 1,184 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.