Keel Point’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Keel Point’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	$487K	Sell	9,655 -29	-0.3%	-$1.44K	0.03%	294
2026 Q1	$442K	Sell	9,684 -55	-0.6%	-$2.58K	0.03%	285
2025 Q4	$433K	Sell	9,739 -3	-0%	-$131	0.03%	328
2025 Q3	$417K	Sell	9,742 -37	-0.4%	-$1.53K	0.03%	339
2025 Q2	$396K	Hold	9,779	–	–	0.03%	346
2025 Q1	$356K	Sell	9,779 -26	-0.3%	-$940	0.03%	318
2024 Q4	$335K	Buy	9,805 +2,413	+33%	+$86.4K	0.03%	310
2024 Q3	$278K	Hold	7,392	–	–	0.02%	340
2024 Q2	$261K	Buy	+7,392	New	+$263K	0.02%	347

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Keel Point's SPDW Position: Q2 2026 in Review

Keel Point reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.3% in Q2 2026, selling an estimated $1.44K and leaving 9,655 shares worth $487K. The position accounts for 0.03% of the portfolio, ranked #294.

Keel Point first reported a position in SPDW in Q2 2024 and has held it in 9 quarters since. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Keel Point held 9,655 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $487K as of Q2 2026.
Keel Point sold 29 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $1.44K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.03% of Keel Point's portfolio in Q2 2026, its #294 holding.
Keel Point first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2024 and has held it in 9 quarters since.
1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.