IHWM
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Iron Horse Wealth Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Iron Horse Wealth Management’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
2025
Q2 		$22.1M Buy
546,648
+8,071
+1% +$309K 6.53% 6
2025
Q1 		$19.6M Buy
538,577
+36,366
+7% +$1.31M 6.29% 6
2024
Q4 		$17.1M Buy
502,211
+25,229
+5% +$903K 5.75% 8
2024
Q3 		$17.9M Buy
476,982
+27,926
+6% +$1.01M 6.12% 8
2024
Q2 		$15.8M Buy
449,056
+12,384
+3% +$440K 6.02% 8
2024
Q1 		$15.7M Buy
436,672
+19,237
+5% +$661K 6.19% 8
2023
Q4 		$14.2M Buy
417,435
+19,198
+5% +$609K 6.21% 8
2023
Q3 		$12.3M Buy
398,237
+20,098
+5% +$649K 6.06% 8
2023
Q2 		$12.3M Sell
378,139
-11,703
-3% -$382K 6.04% 8
2023
Q1 		$12.5M Buy
389,842
+7,361
+2% +$232K 6.25% 7
2022
Q4 		$11.4M Buy
382,481
+227,805
+147% +$6.54M 6.13% 7
2022
Q3 		$3.99M Sell
154,676
-172,443
-53% -$4.97M 5.76% 7
2022
Q2 		$9.43M Buy
327,119
+39,161
+14% +$1.24M 5.37% 6
2022
Q1 		$9.87M Buy
287,958
+28,835
+11% +$1M 5.42% 6
2021
Q4 		$9.45M Buy
259,123
+21,319
+9% +$784K 5.31% 7
2021
Q3 		$8.61M Buy
237,804
+16,298
+7% +$605K 5.34% 6
2021
Q2 		$8.15M Buy
221,506
+30,618
+16% +$1.14M 5.37% 6
2021
Q1 		$6.75M Buy
190,888
+7,233
+4% +$254K 5.06% 6
2020
Q4 		$6.2M Buy
+183,655
New +$5.79M 4.96% 6

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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Iron Horse Wealth Management's SPDW Position: Q2 2025 in Review

Iron Horse Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.5% in Q2 2025, buying an estimated $309K and bringing the position to 546,648 shares worth $22.1M. The position accounts for 6.53% of the portfolio, ranked #6.

Iron Horse Wealth Management first reported a position in SPDW in Q4 2020 and has held it in 19 quarters since. 1,044 funds tracked by Wall St. Rank hold SPDW as of Q2 2025.

  • Iron Horse Wealth Management held 546,648 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $22.1M as of Q2 2025.
  • Iron Horse Wealth Management bought 8,071 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2025, an estimated $309K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 6.53% of Iron Horse Wealth Management's portfolio in Q2 2025, its #6 holding.
  • Iron Horse Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and has held it in 19 quarters since.
  • 1,044 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.