Investment Research & Advisory Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Investment Research & Advisory 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	$48.8K	Buy	968 +14	+1%	+$694	0.02%	139
2026 Q1	$43.6K	Buy	+954	New	+$44.8K	0.02%	134
2024 Q2	–	Sell	-330	Closed	-$11.8K	–	214
2024 Q1	$11.8K	Hold	330	–	–	0.01%	148
2023 Q4	$11.2K	Hold	330	–	–	0.01%	143
2023 Q3	$10.2K	Hold	330	–	–	0.01%	143
2023 Q2	$10.7K	Hold	330	–	–	0.01%	153
2023 Q1	$10.6K	Hold	330	–	–	0.01%	136
2022 Q4	$9.8K	Hold	330	–	–	0.01%	137
2022 Q3	$9K	Hold	330	–	–	0.01%	136
2022 Q2	$10K	Buy	330 +98	+42%	+$3.1K	0.01%	138
2022 Q1	$8K	Hold	232	–	–	0.01%	160
2021 Q4	$8K	Buy	+232	New	+$8.53K	﹤0.01%	168

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

Investment Research & Advisory Group's SPDW Position: Q2 2026 in Review

Investment Research & Advisory Group increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.5% in Q2 2026, buying an estimated $694 and bringing the position to 968 shares worth $48.8K. The position accounts for 0.02% of the portfolio, ranked #139.

Investment Research & Advisory Group first reported a position in SPDW in Q4 2021 and has held it in 12 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Investment Research & Advisory Group held 968 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $48.8K as of Q2 2026.
Investment Research & Advisory Group bought 14 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $694.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.02% of Investment Research & Advisory Group's portfolio in Q2 2026, its #139 holding.
Investment Research & Advisory Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 12 quarters since.
1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.