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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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Keel Point's SPDW Position: Q1 2026 in Review

Keel Point reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.56% in Q1 2026, selling an estimated $2.58K and leaving 9,684 shares worth $442K. The position accounts for 0.03% of the portfolio, ranked #285.

Keel Point first reported a position in SPDW in Q2 2024 and has held it in 8 quarters since. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Keel Point held 9,684 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $442K as of Q1 2026.
  • Keel Point sold 55 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $2.58K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.03% of Keel Point's portfolio in Q1 2026, its #285 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 8 quarters since.
  • 1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.