GWM
SPDW icon

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
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