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Independence Bank of Kentucky’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Independence Bank of Kentucky’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
Q2 		$307K Hold
6,096
– – 0.03% 249
2026
Q1 		$278K Hold
6,096
– – 0.04% 249
2025
Q4 		$271K Hold
6,096
– – 0.03% 253
2025
Q3 		$261K Hold
6,096
– – 0.03% 262
2025
Q2 		$247K Hold
6,096
– – 0.04% 263
2025
Q1 		$222K Hold
6,096
– – 0.03% 263
2024
Q4 		$208K Hold
6,096
– – 0.03% 277
2024
Q3 		$229K Hold
6,096
– – 0.05% 240
2024
Q2 		$214K Hold
6,096
– – 0.06% 219
2024
Q1 		$218K Hold
6,096
– – 0.07% 210
2023
Q4 		$207K Hold
6,096
– – 0.07% 199
2023
Q3 		$189K Hold
6,096
– – 0.08% 176
2023
Q2 		$198K Hold
6,096
– – 0.08% 167
2023
Q1 		$196K Hold
6,096
– – 0.09% 162
2022
Q4 		$181K Hold
6,096
– – 0.08% 163
2022
Q3 		$157K Hold
6,096
– – 0.08% 154
2022
Q2 		$176K Sell
6,096
-5,834
-49% -$185K 0.08% 157
2022
Q1 		$409K Buy
11,930
+11,669
+4,471% +$405K 0.16% 122
2021
Q4 		$10K Hold
261
– – ﹤0.01% 340
2021
Q3 		$9K Hold
261
– – ﹤0.01% 349
2021
Q2 		$10K Buy
+261
New +$9.68K ﹤0.01% 339
2019
Q3 		– Sell
-853
Closed -$25K – 363
2019
Q2 		$25K Hold
853
– – 0.02% 219
2019
Q1 		$25K Hold
853
– – 0.02% 222
2018
Q4 		$23K Sell
853
-1,123
-57% -$31.7K 0.02% 221
2018
Q3 		$61K Hold
1,976
– – 0.05% 164
2018
Q2 		$60K Sell
1,976
-375
-16% -$11.9K 0.05% 152
2018
Q1 		$74K Buy
2,351
+1,466
+166% +$47K 0.06% 144
2017
Q4 		$28K Buy
+885
New +$27.6K 0.02% 202

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Independence Bank of Kentucky's SPDW Position: Q2 2026 in Review

Independence Bank of Kentucky held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 6,096 shares worth $307K. The position accounts for 0.03% of the portfolio, ranked #249.

Independence Bank of Kentucky first reported a position in SPDW in Q4 2017 and has held it in 28 quarters since. The position peaked at $409K in Q1 2022. 631 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Independence Bank of Kentucky held 6,096 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $307K as of Q2 2026.
  • Independence Bank of Kentucky left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.03% of Independence Bank of Kentucky's portfolio in Q2 2026, its #249 holding.
  • Independence Bank of Kentucky first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2017 and has held it in 28 quarters since.
  • Independence Bank of Kentucky's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $409K in Q1 2022.
  • 631 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.