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 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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CFFP

Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Independent Wealth Network's SPDW Position: Q2 2026 in Review

Independent Wealth Network reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 4.1% in Q2 2026, selling an estimated $64.9K and leaving 30,283 shares worth $1.53M. The position accounts for 0.39% of the portfolio, ranked #65.

Independent Wealth Network first reported a position in SPDW in Q2 2022 and has held it in 8 quarters since. 358 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Independent Wealth Network held 30,283 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.53M as of Q2 2026.
Independent Wealth Network sold 1,310 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $64.9K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.39% of Independent Wealth Network's portfolio in Q2 2026, its #65 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 8 quarters since.
358 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.