IFPG
SPDW icon

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

Intrepid Financial Planning 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
Q1 		$524K Sell
11,479
-295
-3% -$13.8K 0.21% 70
2025
Q4 		$523K Sell
11,774
-55
-0.5% -$2.4K 0.2% 70
2025
Q3 		$506K Buy
11,829
+301
+3% +$12.5K 0.19% 74
2025
Q2 		$467K Buy
11,528
+78
+0.7% +$2.99K 0.2% 75
2025
Q1 		$417K Sell
11,450
-524
-4% -$18.9K 0.19% 76
2024
Q4 		$409K Buy
11,974
+3,745
+46% +$134K 0.17% 84
2024
Q3 		$309K Buy
+8,229
New +$297K 0.13% 95

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

Intrepid Financial Planning Group's SPDW Position: Q1 2026 in Review

Intrepid Financial Planning Group reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.5% in Q1 2026, selling an estimated $13.8K and leaving 11,479 shares worth $524K. The position accounts for 0.21% of the portfolio, ranked #70.

Intrepid Financial Planning Group first reported a position in SPDW in Q3 2024 and has held it in 7 quarters since. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Intrepid Financial Planning Group held 11,479 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $524K as of Q1 2026.
  • Intrepid Financial Planning Group sold 295 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $13.8K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.21% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #70 holding.
  • Intrepid Financial Planning Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.