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Kelman-Lazarov Inc’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Kelman-Lazarov Inc’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 		$1.35M Hold
26,793
– – 0.18% 53
2026
Q1 		$1.22M Buy
26,793
+4,209
+19% +$198K 0.18% 53
2025
Q4 		$1M Buy
22,584
+10,250
+83% +$448K 0.14% 60
2025
Q3 		$528K Buy
+12,334
New +$511K 0.08% 84

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 22.9% 1-Year Est. Return

Kelman-Lazarov Inc's SPDW Position: Q2 2026 in Review

Kelman-Lazarov Inc held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 26,793 shares worth $1.35M. The position accounts for 0.18% of the portfolio, ranked #53.

Kelman-Lazarov Inc first reported a position in SPDW in Q3 2025 and has held it in 4 quarters since. 1,236 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Kelman-Lazarov Inc held 26,793 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.35M as of Q2 2026.
  • Kelman-Lazarov Inc left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.18% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #53 holding.
  • Kelman-Lazarov Inc first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,236 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.