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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
Q2 		$35.1M Buy
696,738
+48,417
+7% +$2.4M 9.51% 2
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 $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wealth Advisors of Iowa's SPDW Position: Q2 2026 in Review

Wealth Advisors of Iowa increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 7.5% in Q2 2026, buying an estimated $2.4M and bringing the position to 696,738 shares worth $35.1M. The position accounts for 9.51% of the portfolio, ranked #2.

Wealth Advisors of Iowa first reported a position in SPDW in Q4 2022 and has held it in 14 quarters since. 1,237 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Wealth Advisors of Iowa held 696,738 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $35.1M as of Q2 2026.
  • Wealth Advisors of Iowa bought 48,417 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $2.4M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 9.51% of Wealth Advisors of Iowa's portfolio in Q2 2026, its #2 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 14 quarters since.
  • 1,237 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q2 2026, filed 30 Jul 2026.