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
Q2 		$1.19M Buy
23,577
+313
+1% +$15.5K 0.19% 100
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 $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 22.96% 1-Year Est. Return

Key Financial Inc's SPDW Position: Q2 2026 in Review

Key Financial Inc increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.3% in Q2 2026, buying an estimated $15.5K and bringing the position to 23,577 shares worth $1.19M. 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 22 quarters since. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Key Financial Inc held 23,577 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.19M as of Q2 2026.
  • Key Financial Inc bought 313 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $15.5K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.19% of Key Financial Inc's portfolio in Q2 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 22 quarters since.
  • 1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.