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

Keener Financial Planning’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 		$4.91M Sell
97,444
-3,155
-3% -$156K 1.76% 7
2026
Q1 		$4.59M Buy
100,599
+136
+0.1% +$6.38K 1.93% 7
2025
Q4 		$4.46M Sell
100,463
-3,533
-3% -$154K 1.93% 7
2025
Q3 		$4.45M Sell
103,996
-197
-0.2% -$8.16K 2.06% 7
2025
Q2 		$4.22M Buy
104,193
+14,392
+16% +$552K 2.1% 7
2025
Q1 		$3.27M Sell
89,801
-14,943
-14% -$540K 2.12% 8
2024
Q4 		$3.57M Buy
104,744
+7,503
+8% +$269K 2.11% 8
2024
Q3 		$3.65M Sell
97,241
-11,811
-11% -$426K 2.39% 6
2024
Q2 		$3.83M Sell
109,052
-83
-0.1% -$2.95K 2.5% 8
2024
Q1 		$3.91M Sell
109,135
-1,483
-1% -$50.9K 2.69% 6
2023
Q4 		$3.76M Buy
+110,618
New +$3.51M 2.91% 6

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
Morgan Stanley
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Keener Financial Planning's SPDW Position: Q2 2026 in Review

Keener Financial Planning reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 3.1% in Q2 2026, selling an estimated $156K and leaving 97,444 shares worth $4.91M. The position accounts for 1.76% of the portfolio, ranked #7.

Keener Financial Planning first reported a position in SPDW in Q4 2023 and has held it in 11 quarters since. 1,232 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Keener Financial Planning held 97,444 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $4.91M as of Q2 2026.
  • Keener Financial Planning sold 3,155 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $156K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.76% of Keener Financial Planning's portfolio in Q2 2026, its #7 holding.
  • Keener Financial Planning first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,232 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Keener Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.