KF
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K2 Financial’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

K2 Financial’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 		$320K Sell
6,287
-30
-0.5% -$1.49K 0.23% 56
2026
Q1 		$307K Sell
6,317
-108
-2% -$5.07K 0.22% 55
2025
Q4 		$292K Sell
6,425
-72
-1% -$3.15K 0.23% 55
2025
Q3 		$277K Sell
6,497
-14
-0.2% -$580 0.22% 55
2025
Q2 		$260K Buy
6,511
+287
+5% +$11K 0.23% 56
2025
Q1 		$225K Buy
6,224
+59
+1% +$2.13K 0.22% 60
2024
Q4 		$209K Buy
+6,165
New +$221K 0.21% 60

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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
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
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

K2 Financial's SPDW Position: Q2 2026 in Review

K2 Financial reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.47% in Q2 2026, selling an estimated $1.49K and leaving 6,287 shares worth $320K. The position accounts for 0.23% of the portfolio, ranked #56.

K2 Financial first reported a position in SPDW in Q4 2024 and has held it in 7 quarters since. 402 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • K2 Financial held 6,287 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $320K as of Q2 2026.
  • K2 Financial sold 30 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $1.49K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.23% of K2 Financial's portfolio in Q2 2026, its #56 holding.
  • K2 Financial first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 7 quarters since.
  • 402 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on K2 Financial's 13F filing for Q2 2026, filed 21 Jul 2026.