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

Independent Wealth Network’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 Q3	$1.58M	Buy	31,522 +1,239	+4%	+$63K	0.4%	62
2026 Q2	$1.53M	Sell	30,283 -1,310	-4%	-$64.9K	0.39%	65
2026 Q1	$1.44M	Buy	31,593 +26,755	+553%	+$1.26M	0.43%	58
2025 Q4	$215K	Buy	4,838 +49	+1%	+$2.14K	0.07%	254
2025 Q3	$205K	Buy	+4,789	New	+$198K	0.07%	262
2023 Q2	–	Sell	-10,865	Closed	-$349K	–	220
2023 Q1	$349K	Buy	10,865 +817	+8%	+$25.8K	0.22%	112
2022 Q4	$298K	Buy	10,048 +322	+3%	+$9.24K	0.2%	126
2022 Q3	$251K	Buy	9,726 +797	+9%	+$23K	0.2%	136
2022 Q2	$258K	Buy	+8,929	New	+$283K	0.19%	137

Other funds holding SPDW

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.58B AUM 16.34% 1-Year Est. Return

Independent Wealth Network's SPDW Position: Q3 2026 in Review

Independent Wealth Network increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 4.1% in Q3 2026, buying an estimated $63K and bringing the position to 31,522 shares worth $1.58M. The position accounts for 0.4% of the portfolio, ranked #62.

Independent Wealth Network first reported a position in SPDW in Q2 2022 and has held it in 9 quarters since. 930 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

Independent Wealth Network held 31,522 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.58M as of Q3 2026.
Independent Wealth Network bought 1,239 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $63K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.4% of Independent Wealth Network's portfolio in Q3 2026, its #62 holding.
Independent Wealth Network first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2022 and has held it in 9 quarters since.
930 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.