KFI
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Key Financial Inc’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Key Financial 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 		$1.06M Buy
23,264
+127
+0.5% +$5.96K 0.19% 100
2025
Q4 		$1.03M Buy
23,137
+950
+4% +$41.5K 0.19% 99
2025
Q3 		$957K Buy
22,187
+495
+2% +$20.5K 0.18% 108
2025
Q2 		$878K Buy
21,692
+974
+5% +$37.3K 0.18% 110
2025
Q1 		$754K Buy
20,718
+2,611
+14% +$94.4K 0.16% 115
2024
Q4 		$618K Buy
18,107
+587
+3% +$21K 0.14% 130
2024
Q3 		$658K Buy
17,520
+226
+1% +$8.16K 0.15% 127
2024
Q2 		$607K Buy
17,294
+1,169
+7% +$41.6K 0.15% 122
2024
Q1 		$578K Buy
16,125
+6,335
+65% +$218K 0.15% 123
2023
Q4 		$333K Buy
9,790
+356
+4% +$11.3K 0.09% 166
2023
Q3 		$293K Buy
9,434
+557
+6% +$18K 0.1% 165
2023
Q2 		$289K Sell
8,877
-497
-5% -$16.2K 0.1% 164
2023
Q1 		$301K Buy
9,374
+1,111
+13% +$35.1K 0.11% 151
2022
Q4 		$213K Hold
8,263
– – 0.1% 159
2022
Q3 		$213K Buy
8,263
+1,717
+26% +$49.5K 0.1% 161
2022
Q2 		$189K Buy
6,546
+1,715
+35% +$54.3K 0.1% 154
2022
Q1 		$166K Buy
4,831
+1,965
+69% +$68.2K 0.08% 189
2021
Q4 		$105K Buy
2,866
+345
+14% +$12.7K 0.05% 226
2021
Q3 		$91K Buy
2,521
+814
+48% +$30.2K 0.05% 235
2021
Q2 		$63K Buy
1,707
+1,162
+213% +$43.1K 0.04% 316
2021
Q1 		$19K Buy
+545
New +$19.1K 0.01% 412

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

Key Financial Inc's SPDW Position: Q1 2026 in Review

Key Financial Inc increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.55% in Q1 2026, buying an estimated $5.96K and bringing the position to 23,264 shares worth $1.06M. The position accounts for 0.19% of the portfolio, ranked #100.

Key Financial Inc first reported a position in SPDW in Q1 2021 and has held it in 21 quarters since. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Key Financial Inc held 23,264 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.06M as of Q1 2026.
  • Key Financial Inc bought 127 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $5.96K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.19% of Key Financial Inc's portfolio in Q1 2026, its #100 holding.
  • Key Financial Inc first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2021 and has held it in 21 quarters since.
  • 1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.