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

IRON Financial’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 		$2.18M Sell
43,264
-543
-1% -$26.9K 0.9% 26
2026
Q1 		$2M Sell
43,807
-165
-0.4% -$7.74K 0.87% 26
2025
Q4 		$1.95M Sell
43,972
-2,081
-5% -$90.9K 0.9% 25
2025
Q3 		$1.97M Sell
46,053
-364
-0.8% -$15.1K 0.94% 24
2025
Q2 		$1.88M Buy
46,417
+123
+0.3% +$4.71K 0.97% 23
2025
Q1 		$1.69M Sell
46,294
-63
-0.1% -$2.28K 0.94% 24
2024
Q4 		$1.58M Sell
46,357
-34
-0.1% -$1.22K 0.89% 24
2024
Q3 		$1.74M Sell
46,391
-947
-2% -$34.2K 0.95% 26
2024
Q2 		$1.66M Sell
47,338
-533
-1% -$19K 0.93% 27
2024
Q1 		$1.72M Sell
47,871
-826
-2% -$28.4K 0.96% 25
2023
Q4 		$1.66M Sell
48,697
-817
-2% -$25.9K 0.94% 25
2023
Q3 		$1.54M Sell
49,514
-962
-2% -$31.1K 0.89% 27
2023
Q2 		$1.64M Buy
50,476
+510
+1% +$16.6K 0.88% 28
2023
Q1 		$1.6M Sell
49,966
-165
-0.3% -$5.21K 0.88% 25
2022
Q4 		$1.49M Sell
50,131
-2,442
-5% -$70.1K 0.85% 25
2022
Q3 		$1.36M Buy
52,573
+196
+0.4% +$5.65K 0.74% 28
2022
Q2 		$1.51M Sell
52,377
-499
-0.9% -$15.8K 0.79% 27
2022
Q1 		$1.81M Sell
52,876
-445
-0.8% -$15.4K 0.84% 26
2021
Q4 		$1.95M Buy
53,321
+3,596
+7% +$132K 0.87% 28
2021
Q3 		$1.8M Sell
49,725
-3,626
-7% -$135K 0.86% 28
2021
Q2 		$1.96M Sell
53,351
-4,811
-8% -$178K 0.92% 26
2021
Q1 		$2.06M Sell
58,162
-92,442
-61% -$3.24M 1.09% 19
2020
Q4 		$5.08M Sell
150,604
-1,777
-1% -$56K 2.56% 13
2020
Q3 		$4.46M Sell
152,381
-4,808
-3% -$140K 2.46% 13
2020
Q2 		$4.34M Buy
157,189
+16,448
+12% +$430K 2.24% 15
2020
Q1 		$3.37M Buy
140,741
+11,588
+9% +$332K 2.11% 13
2019
Q4 		$4.05M Buy
129,153
+25,563
+25% +$778K 1.93% 15
2019
Q3 		$3.04M Sell
103,590
-63,100
-38% -$1.83M 2.26% 12
2019
Q2 		$4.87M Sell
166,690
-144,043
-46% -$4.24M 4.54% 5
2019
Q1 		$9.08M Buy
310,733
+15,456
+5% +$440K 5.74% 8
2018
Q4 		$7.81M Buy
295,277
+15,053
+5% +$424K 6.08% 6
2018
Q3 		$8.62M Buy
280,224
+60,779
+28% +$1.86M 5.79% 8
2018
Q2 		$6.67M Buy
219,445
+124,243
+131% +$3.93M 3.62% 9
2018
Q1 		$2.99M Buy
+95,202
New +$3.06M 1.92% 10

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

IRON Financial's SPDW Position: Q2 2026 in Review

IRON Financial reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.2% in Q2 2026, selling an estimated $26.9K and leaving 43,264 shares worth $2.18M. The position accounts for 0.9% of the portfolio, ranked #26.

IRON Financial first reported a position in SPDW in Q1 2018 and has held it in 34 quarters since. The position peaked at $9.08M in Q1 2019. 631 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • IRON Financial held 43,264 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $2.18M as of Q2 2026.
  • IRON Financial sold 543 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $26.9K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.9% of IRON Financial's portfolio in Q2 2026, its #26 holding.
  • IRON Financial first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2018 and has held it in 34 quarters since.
  • IRON Financial's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $9.08M in Q1 2019.
  • 631 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.