WAOI
SPDW icon

Wealth Advisors of Iowa’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Wealth Advisors of Iowa’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 		$29.6M Buy
648,321
+48,971
+8% +$2.3M 9.16% 3
2025
Q4 		$26.6M Buy
599,350
+498,079
+492% +$21.8M 8.74% 3
2025
Q3 		$4.33M Buy
101,271
+22,803
+29% +$945K 1.48% 15
2025
Q2 		$3.18M Buy
78,468
+6,907
+10% +$265K 1.19% 15
2025
Q1 		$2.61M Sell
71,561
-279,320
-80% -$10.1M 1.12% 14
2024
Q4 		$12M Buy
350,881
+11,955
+4% +$428K 6.04% 6
2024
Q3 		$12.7M Buy
+338,926
New +$12.2M 6.48% 6
2024
Q2 		– Sell
-328,791
Closed -$11.8M – 64
2024
Q1 		$11.8M Sell
328,791
-2,655
-0.8% -$91.2K 7.17% 5
2023
Q4 		$11.3M Sell
331,446
-21,316
-6% -$677K 7.57% 5
2023
Q3 		$10.9M Sell
352,762
-485,981
-58% -$15.7M 7.69% 5
2023
Q2 		$27.3M Buy
838,743
+224,605
+37% +$7.33M 19.74% 2
2023
Q1 		$19.7M Buy
614,138
+346,473
+129% +$10.9M 15.41% 2
2022
Q4 		$7.95M Buy
+267,665
New +$7.68M 6.5% 4

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

Wealth Advisors of Iowa's SPDW Position: Q1 2026 in Review

Wealth Advisors of Iowa increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 8.2% in Q1 2026, buying an estimated $2.3M and bringing the position to 648,321 shares worth $29.6M. The position accounts for 9.16% of the portfolio, ranked #3.

Wealth Advisors of Iowa first reported a position in SPDW in Q4 2022 and has held it in 13 quarters since. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Wealth Advisors of Iowa held 648,321 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $29.6M as of Q1 2026.
  • Wealth Advisors of Iowa bought 48,971 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $2.3M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 9.16% of Wealth Advisors of Iowa's portfolio in Q1 2026, its #3 holding.
  • Wealth Advisors of Iowa first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 13 quarters since.
  • 1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q1 2026, filed 13 May 2026.