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Kestra Private Wealth Services’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Kestra Private Wealth 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
Q1 		$732K Buy
16,035
+3,108
+24% +$146K 0.01% 1001
2025
Q4 		$574K Buy
12,927
+893
+7% +$39K 0.01% 1092
2025
Q3 		$515K Sell
12,034
-4,623
-28% -$192K 0.01% 1081
2025
Q2 		$674K Sell
16,657
-2,233
-12% -$85.6K 0.01% 910
2025
Q1 		$688K Sell
18,890
-12,041
-39% -$435K 0.01% 824
2024
Q4 		$1.06M Buy
30,931
+15,908
+106% +$570K 0.02% 627
2024
Q3 		$564K Buy
15,023
+2,205
+17% +$79.6K 0.01% 831
2024
Q2 		$450K Buy
12,818
+4,786
+60% +$170K 0.01% 878
2024
Q1 		$288K Sell
8,032
-1,843
-19% -$63.3K 0.01% 1031
2023
Q4 		$336K Buy
9,875
+1,643
+20% +$52.2K 0.01% 896
2023
Q3 		$255K Buy
8,232
+283
+4% +$9.14K 0.01% 940
2023
Q2 		$259K Buy
7,949
+143
+2% +$4.67K 0.01% 873
2023
Q1 		$251K Hold
7,806
– – 0.01% 840
2022
Q4 		$232K Buy
+7,806
New +$224K 0.01% 747
2022
Q2 		– Sell
-29,253
Closed -$1M – 1006
2022
Q1 		$1M Buy
+29,253
New +$1.01M 0.05% 380

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

Kestra Private Wealth Services's SPDW Position: Q1 2026 in Review

Kestra Private Wealth Services increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 24% in Q1 2026, buying an estimated $146K and bringing the position to 16,035 shares worth $732K. The position accounts for 0.01% of the portfolio, ranked #1001.

Kestra Private Wealth Services first reported a position in SPDW in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.06M in Q4 2024. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Kestra Private Wealth Services held 16,035 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $732K as of Q1 2026.
  • Kestra Private Wealth Services bought 3,108 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $146K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1001 holding.
  • Kestra Private Wealth Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2022 and has held it in 15 quarters since.
  • Kestra Private Wealth Services's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.06M in Q4 2024.
  • 1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.