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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
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 $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 $424B AUM 22.94% 1-Year Est. Return

Kelman-Lazarov Inc's SPDW Position: Q1 2026 in Review

Kelman-Lazarov Inc increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 19% in Q1 2026, buying an estimated $198K and bringing the position to 26,793 shares worth $1.22M. 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 3 quarters since. 1,197 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Kelman-Lazarov Inc held 26,793 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.22M as of Q1 2026.
  • Kelman-Lazarov Inc bought 4,209 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $198K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.18% of Kelman-Lazarov Inc's portfolio in Q1 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 3 quarters since.
  • 1,197 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.