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

Kelly Financial Services’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 		$383K Sell
7,604
-2,948
-28% -$146K 0.08% 89
2026
Q1 		$482K Sell
10,552
-1,440
-12% -$67.6K 0.12% 70
2025
Q4 		$533K Buy
11,992
+2,586
+27% +$113K 0.13% 62
2025
Q3 		$403K Buy
9,406
+2,628
+39% +$109K 0.1% 71
2025
Q2 		$274K Sell
6,778
-9,515
-58% -$365K 0.08% 97
2025
Q1 		$593K Buy
16,293
+4,317
+36% +$156K 0.21% 50
2024
Q4 		$409K Sell
11,976
-7,448
-38% -$267K 0.15% 71
2024
Q3 		$730K Sell
19,424
-26,887
-58% -$971K 0.27% 52
2024
Q2 		$1.62M Buy
46,311
+24,693
+114% +$878K 0.58% 29
2024
Q1 		$775K Sell
21,618
-3,457
-14% -$119K 0.3% 49
2023
Q4 		$853K Sell
25,075
-1,125
-4% -$35.7K 0.35% 41
2023
Q3 		$812K Buy
26,200
+1,481
+6% +$47.8K 0.37% 43
2023
Q2 		$804K Sell
24,719
-18,595
-43% -$607K 0.38% 38
2023
Q1 		$1.39M Buy
43,314
+7,471
+21% +$236K 0.7% 25
2022
Q4 		$1.06M Buy
35,843
+14,062
+65% +$404K 0.56% 31
2022
Q3 		$562K Sell
21,781
-1,309
-6% -$37.7K 0.33% 36
2022
Q2 		$666K Buy
23,090
+10,438
+83% +$330K 0.35% 38
2022
Q1 		$434K Buy
12,652
+553
+5% +$19.2K 0.2% 49
2021
Q4 		$441K Buy
12,099
+7,594
+169% +$279K 0.2% 46
2021
Q3 		$163K Sell
4,505
-33,034
-88% -$1.23M 0.09% 75
2021
Q2 		$1.02M Buy
37,539
+36,986
+6,688% +$1.37M 0.04% 117
2021
Q1 		$19.6K Hold
553
– – 0.01% 225
2020
Q4 		$18.7K Buy
553
+5
+0.9% +$158 0.01% 203
2020
Q3 		$16K Buy
+548
New +$16K 0.01% 203

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
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
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Kelly Financial Services's SPDW Position: Q2 2026 in Review

Kelly Financial Services reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 28% in Q2 2026, selling an estimated $146K and leaving 7,604 shares worth $383K. The position accounts for 0.08% of the portfolio, ranked #89.

Kelly Financial Services first reported a position in SPDW in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.62M in Q2 2024. 570 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Kelly Financial Services held 7,604 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $383K as of Q2 2026.
  • Kelly Financial Services sold 2,948 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $146K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.08% of Kelly Financial Services's portfolio in Q2 2026, its #89 holding.
  • Kelly Financial Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2020 and has held it in 24 quarters since.
  • Kelly Financial Services's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.62M in Q2 2024.
  • 570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.