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

Premier Path 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 		– Sell
-6,960
Closed -$309K – 413
2025
Q4 		$309K Buy
6,960
+51
+0.7% +$2.23K 0.04% 319
2025
Q3 		$296K Hold
6,909
– – 0.04% 335
2025
Q2 		$280K Sell
6,909
-2,455
-26% -$94.1K 0.04% 333
2025
Q1 		$341K Sell
9,364
-960
-9% -$34.7K 0.05% 287
2024
Q4 		$352K Sell
10,324
-1,703
-14% -$61K 0.05% 274
2024
Q3 		$452K Sell
12,027
-11,056
-48% -$399K 0.07% 242
2024
Q2 		$810K Sell
23,083
-9,076
-28% -$323K 0.14% 165
2024
Q1 		$1.15M Sell
32,159
-2,147
-6% -$73.8K 0.22% 124
2023
Q4 		$1.17M Buy
+34,306
New +$1.09M 0.26% 97

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Premier Path Wealth Partners's SPDW Position: Q1 2026 in Review

Premier Path Wealth Partners sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2026, closing a stake of 6,960 shares — an estimated $309K sold.

Premier Path Wealth Partners first reported a position in SPDW in Q4 2023 and held it in 9 quarters. The position peaked at $1.17M in Q4 2023. 1,204 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Premier Path Wealth Partners reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2026 after selling out during the quarter.
  • Premier Path Wealth Partners sold 6,960 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $309K.
  • Premier Path Wealth Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and held it in 9 quarters.
  • Premier Path Wealth Partners's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.17M in Q4 2023.
  • 1,204 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.