Gateway Wealth Partners’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Gateway Wealth Partners’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	$11.4M	Buy	250,786 +101,433	+68%	+$4.76M	0.45%	56
2025 Q4	$6.63M	Buy	149,353 +31,079	+26%	+$1.36M	0.74%	40
2025 Q3	$5.06M	Buy	118,274 +29,016	+33%	+$1.2M	0.68%	43
2025 Q2	$3.61M	Buy	89,258 +75,133	+532%	+$2.88M	0.69%	42
2025 Q1	$514K	Sell	14,125 -1,398	-9%	-$50.5K	0.12%	177
2024 Q4	$530K	Buy	15,523 +1,649	+12%	+$59K	0.14%	158
2024 Q3	$521K	Sell	13,874 -4,189	-23%	-$151K	0.14%	150
2024 Q2	$634K	Sell	18,063 -2,863	-14%	-$102K	0.19%	127
2024 Q1	$750K	Sell	20,926 -25,234	-55%	-$867K	0.27%	86
2023 Q4	$1.57M	Sell	46,160 -687,917	-94%	-$21.8M	0.63%	39
2023 Q3	$22.8M	Sell	734,077 -87,227	-11%	-$2.82M	4.1%	4
2023 Q2	$26.7M	Sell	821,304 -36,449	-4%	-$1.19M	4.78%	4
2023 Q1	$27.6M	Sell	857,753 -92,206	-10%	-$2.91M	4.24%	6
2022 Q4	$28.2M	Buy	+949,959	New	+$27.3M	4.85%	5

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gateway Wealth Partners's SPDW Position: Q1 2026 in Review

Gateway Wealth Partners increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 68% in Q1 2026, buying an estimated $4.76M and bringing the position to 250,786 shares worth $11.4M. The position accounts for 0.45% of the portfolio, ranked #56.

Gateway Wealth Partners first reported a position in SPDW in Q4 2022 and has held it in 14 quarters since. The position peaked at $28.2M in Q4 2022. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Gateway Wealth Partners held 250,786 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $11.4M as of Q1 2026.
Gateway Wealth Partners bought 101,433 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $4.76M.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.45% of Gateway Wealth Partners's portfolio in Q1 2026, its #56 holding.
Gateway Wealth Partners 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.
Gateway Wealth Partners's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $28.2M in Q4 2022.
1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.