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Ironwood Wealth Management (Arizona)’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Ironwood Wealth Management (Arizona)’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 		$8.32M Sell
165,020
-4,440
-3% -$220K 1.84% 13
2026
Q1 		$7.74M Sell
169,460
-1,494
-0.9% -$70.1K 2.22% 9
2025
Q4 		$7.59M Sell
170,954
-2,303
-1% -$101K 2.23% 9
2025
Q3 		$7.41M Sell
173,257
-21,453
-11% -$889K 2.48% 9
2025
Q2 		$7.88M Sell
194,710
-63,460
-25% -$2.43M 2.88% 9
2025
Q1 		$9.4M Sell
258,170
-8,659
-3% -$313K 2.89% 9
2024
Q4 		$9.11M Sell
266,829
-604
-0.2% -$21.6K 2.83% 9
2024
Q3 		$10M Sell
267,433
-2,490
-0.9% -$89.9K 3.02% 9
2024
Q2 		$9.47M Sell
269,923
-11,241
-4% -$400K 3.09% 9
2024
Q1 		$10.1M Sell
281,164
-14,480
-5% -$497K 3.27% 9
2023
Q4 		$10.1M Sell
295,644
-6,402
-2% -$203K 3.35% 9
2023
Q3 		$9.37M Sell
302,046
-18,835
-6% -$608K 3.82% 8
2023
Q2 		$10.4M Buy
320,881
+5,935
+2% +$194K 3.89% 7
2023
Q1 		$10.1M Sell
314,946
-31,867
-9% -$1.01M 3.99% 7
2022
Q4 		$10.3M Buy
346,813
+203,755
+142% +$5.85M 4.3% 7
2022
Q3 		$4.13M Hold
143,058
– – 1.85% 13
2022
Q2 		$4.13M Sell
143,058
-66,785
-32% -$2.11M 1.85% 13
2022
Q1 		$7.19M Buy
209,843
+106,184
+102% +$3.68M 2.95% 9
2021
Q4 		$3.78M Buy
103,659
+583
+0.6% +$21.4K 1.65% 9
2021
Q3 		$3.73M Buy
103,076
+294
+0.3% +$10.9K 1.76% 9
2021
Q2 		$3.81M Sell
102,782
-2,639
-3% -$97.9K 2.2% 9
2021
Q1 		$3.73M Sell
105,421
-3,229
-3% -$113K 2.39% 8
2020
Q4 		$3.67M Sell
108,650
-506
-0.5% -$15.9K 2.28% 9
2020
Q3 		$3.02M Hold
109,156
– – 2.23% 9
2020
Q2 		$3.02M Buy
109,156
+2,087
+2% +$54.6K 2.23% 9
2020
Q1 		$2.56M Buy
107,069
+78,836
+279% +$2.26M 2.15% 12
2019
Q4 		$885K Sell
28,233
-1,038
-4% -$31.6K 0.62% 18
2019
Q3 		$859K Buy
29,271
+14,370
+96% +$417K 0.64% 18
2019
Q2 		$441K Buy
14,901
+902
+6% +$26.6K 0.34% 24
2019
Q1 		$409K Sell
13,999
-110
-0.8% -$3.13K 0.35% 25
2018
Q4 		$373K Buy
14,109
+13,995
+12,276% +$394K 0.36% 24
2018
Q3 		$4K Buy
+114
New +$3.48K ﹤0.01% 55

Other funds holding SPDW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s SPDW Position: Q2 2026 in Review

Ironwood Wealth Management (Arizona) reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.6% in Q2 2026, selling an estimated $220K and leaving 165,020 shares worth $8.32M. The position accounts for 1.84% of the portfolio, ranked #13.

Ironwood Wealth Management (Arizona) first reported a position in SPDW in Q3 2018 and has held it in 32 quarters since. The position peaked at $10.4M in Q2 2023. 848 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Ironwood Wealth Management (Arizona) held 165,020 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $8.32M as of Q2 2026.
  • Ironwood Wealth Management (Arizona) sold 4,440 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $220K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.84% of Ironwood Wealth Management (Arizona)'s portfolio in Q2 2026, its #13 holding.
  • Ironwood Wealth Management (Arizona) first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2018 and has held it in 32 quarters since.
  • Ironwood Wealth Management (Arizona)'s State Street SPDR Portfolio Developed World ex-US ETF position peaked at $10.4M in Q2 2023.
  • 848 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q2 2026, filed 30 Jul 2026.