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

Global Retirement 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
2025
Q4 		$43.4M Buy
977,517
+44,902
+5% +$1.96M 0.77% 19
2025
Q3 		$39.9M Buy
932,615
+60,976
+7% +$2.53M 0.89% 17
2025
Q2 		$35.3M Buy
+871,639
New +$33.4M 0.87% 14
2024
Q4 		$32.5M Buy
953,482
+36,697
+4% +$1.31M 0.93% 14
2024
Q3 		$34.4M Buy
916,785
+25,374
+3% +$916K 1.04% 13
2024
Q2 		$31.3M Buy
891,411
+182,640
+26% +$6.5M 0.98% 16
2024
Q1 		$25.4M Buy
708,771
+67,632
+11% +$2.32M 0.95% 18
2023
Q4 		$21.3M Buy
641,139
+58,842
+10% +$1.87M 0.89% 17
2023
Q3 		$17.6M Sell
582,297
-37,863
-6% -$1.22M 0.89% 20
2023
Q2 		$20.2M Buy
620,160
+10,363
+2% +$338K 0.99% 16
2023
Q1 		$19.9M Buy
609,797
+139,493
+30% +$4.4M 1.06% 15
2022
Q4 		$14M Buy
470,304
+287,010
+157% +$8.24M 0.96% 16
2022
Q3 		$5.01M Buy
183,294
+38,715
+27% +$1.12M 0.38% 52
2022
Q2 		$4.17M Buy
144,579
+15,734
+12% +$498K 0.33% 69
2022
Q1 		$4.1M Buy
+128,845
New +$4.47M 0.32% 72
2021
Q4 		– Sell
-261,961
Closed -$9.49M – 1563
2021
Q3 		$9.49M Buy
261,961
+30,625
+13% +$1.14M 0.94% 18
2021
Q2 		$8.51M Buy
231,336
+43,833
+23% +$1.63M 0.87% 22
2021
Q1 		$6.63M Buy
187,503
+30,403
+19% +$1.07M 0.78% 25
2020
Q4 		$5.3M Buy
157,100
+9,726
+7% +$306K 0.66% 29
2020
Q3 		$4.31M Buy
147,374
+75,817
+106% +$2.21M 0.63% 34
2020
Q2 		$1.98M Buy
71,557
+29,854
+72% +$781K 0.32% 61
2020
Q1 		$998K Sell
41,703
-84,348
-67% -$2.41M 0.19% 119
2019
Q4 		$3.95M Buy
126,051
+7,622
+6% +$232K 0.61% 31
2019
Q3 		$3.48M Buy
+118,429
New +$3.43M 0.57% 34
2019
Q1 		– Sell
-105,823
Closed -$2.8M – 1562
2018
Q4 		$2.8M Buy
+105,823
New +$2.98M 0.72% 26

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Retirement Partners's SPDW Position: Q4 2025 in Review

Global Retirement Partners increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 4.8% in Q4 2025, buying an estimated $1.96M and bringing the position to 977,517 shares worth $43.4M. The position accounts for 0.77% of the portfolio, ranked #19.

Global Retirement Partners first reported a position in SPDW in Q4 2018 and has held it in 25 quarters since. 1,155 funds tracked by Wall St. Rank hold SPDW as of Q4 2025.

  • Global Retirement Partners held 977,517 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $43.4M as of Q4 2025.
  • Global Retirement Partners bought 44,902 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2025, an estimated $1.96M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.77% of Global Retirement Partners's portfolio in Q4 2025, its #19 holding.
  • Global Retirement Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2018 and has held it in 25 quarters since.
  • 1,155 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.