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

Impact Partnership Wealth’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	$413K	Sell	9,038 -5,852	-39%	-$275K	0.05%	233
2025 Q4	$661K	Buy	14,890 +6,401	+75%	+$280K	0.08%	157
2025 Q3	$363K	Buy	8,489 +3,360	+66%	+$139K	0.05%	210
2025 Q2	$208K	Buy	+5,129	New	+$197K	0.04%	272
2024 Q2	–	Sell	-218	Closed	-$7.8K	–	614
2024 Q1	$7.8K	Sell	218 -477	-69%	-$16.4K	﹤0.01%	469
2023 Q4	$23.6K	Sell	695 -241	-26%	-$7.65K	0.01%	400
2023 Q3	$29K	Sell	936 -3,537	-79%	-$114K	0.01%	453
2023 Q2	$146K	Buy	+4,473	New	+$146K	0.05%	162

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

Impact Partnership Wealth's SPDW Position: Q1 2026 in Review

Impact Partnership Wealth reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 39% in Q1 2026, selling an estimated $275K and leaving 9,038 shares worth $413K. The position accounts for 0.05% of the portfolio, ranked #233.

Impact Partnership Wealth first reported a position in SPDW in Q2 2023 and has held it in 8 quarters since. The position peaked at $661K in Q4 2025. 1,196 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Impact Partnership Wealth held 9,038 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $413K as of Q1 2026.
Impact Partnership Wealth sold 5,852 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $275K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.05% of Impact Partnership Wealth's portfolio in Q1 2026, its #233 holding.
Impact Partnership Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2023 and has held it in 8 quarters since.
Impact Partnership Wealth's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $661K in Q4 2025.
1,196 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.