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

Gibbs 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
2026 Q1	$32.6M	Buy	715,139 +399,621	+127%	+$18.8M	4.28%	2
2025 Q4	$14.5M	Sell	315,518 -12,422	-4%	-$543K	3.5%	2
2025 Q3	$14M	Sell	327,940 -64,483	-16%	-$2.67M	3.17%	2
2025 Q2	$15.9M	Buy	392,423 +78,117	+25%	+$2.99M	3.06%	3
2025 Q1	$11.4M	Buy	314,306 +35,764	+13%	+$1.29M	2.76%	5
2024 Q4	$9.51M	Buy	278,542 +73,960	+36%	+$2.65M	2.58%	7
2024 Q3	$7.68M	Buy	204,582 +63,639	+45%	+$2.3M	2.49%	7
2024 Q2	$4.94M	Buy	140,943 +48,783	+53%	+$1.74M	2%	10
2024 Q1	$3.3M	Buy	+92,160	New	+$3.17M	1.9%	9

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 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 $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gibbs Wealth Management's SPDW Position: Q1 2026 in Review

Gibbs Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 127% in Q1 2026, buying an estimated $18.8M and bringing the position to 715,139 shares worth $32.6M. The position accounts for 4.28% of the portfolio, ranked #2.

Gibbs Wealth Management first reported a position in SPDW in Q1 2024 and has held it in 9 quarters since. 1,204 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Gibbs Wealth Management held 715,139 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $32.6M as of Q1 2026.
Gibbs Wealth Management bought 399,621 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $18.8M.
State Street SPDR Portfolio Developed World ex-US ETF made up 4.28% of Gibbs Wealth Management's portfolio in Q1 2026, its #2 holding.
Gibbs Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2024 and has held it in 9 quarters since.
1,204 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.