Integrated Investment Consultants’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Integrated Investment Consultants’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	$562K	Hold	11,153	–	–	0.11%	128
2026 Q1	$509K	Buy	11,153 +113	+1%	+$5.3K	0.11%	121
2025 Q4	$490K	Hold	11,040	–	–	0.1%	136
2025 Q3	$472K	Hold	11,040	–	–	0.08%	153
2025 Q2	$447K	Sell	11,040 -165	-1%	-$6.33K	0.09%	155
2025 Q1	$408K	Hold	11,205	–	–	0.08%	190
2024 Q4	$382K	Hold	11,205	–	–	0.08%	197
2024 Q3	$421K	Sell	11,205 -13,164	-54%	-$475K	0.09%	173
2024 Q2	$873K	Hold	24,369	–	–	0.24%	66
2024 Q1	$873K	Hold	24,369	–	–	0.24%	66
2023 Q4	$829K	Sell	24,369 -1,925	-7%	-$61.1K	0.26%	63
2023 Q3	$815K	Hold	26,294	–	–	0.3%	55
2023 Q2	$856K	Hold	26,294	–	–	0.27%	55
2023 Q1	$845K	Hold	26,294	–	–	0.27%	52
2022 Q4	$781K	Buy	+26,294	New	+$755K	0.26%	57

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Integrated Investment Consultants's SPDW Position: Q2 2026 in Review

Integrated Investment Consultants held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 11,153 shares worth $562K. The position accounts for 0.11% of the portfolio, ranked #128.

Integrated Investment Consultants first reported a position in SPDW in Q4 2022 and has held it in 15 quarters since. The position peaked at $873K in Q2 2024. 1,228 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Integrated Investment Consultants held 11,153 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $562K as of Q2 2026.
Integrated Investment Consultants left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.11% of Integrated Investment Consultants's portfolio in Q2 2026, its #128 holding.
Integrated Investment Consultants first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 15 quarters since.
Integrated Investment Consultants's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $873K in Q2 2024.
1,228 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Integrated Investment Consultants's 13F filing for Q2 2026, filed 17 Aug 2026.