Keystone Financial Group (Georgia)’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Keystone Financial Group (Georgia)’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
2025 Q3	–	Sell	-74	Closed	-$3K	–	145
2025 Q2	$3K	Buy	74 +1	+1%	+$38	﹤0.01%	131
2025 Q1	$2.82K	Hold	73	–	–	﹤0.01%	135
2024 Q4	$2.5K	Buy	+73	New	+$2.61K	﹤0.01%	140

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Keystone Financial Group (Georgia)'s SPDW Position: Q3 2025 in Review

Keystone Financial Group (Georgia) sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q3 2025, closing a stake of 74 shares — an estimated $3K sold.

Keystone Financial Group (Georgia) first reported a position in SPDW in Q4 2024 and held it in 3 quarters. The position peaked at $3K in Q2 2025. 1,065 funds tracked by Wall St. Rank hold SPDW as of Q3 2025.

Keystone Financial Group (Georgia) reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q3 2025 after selling out during the quarter.
Keystone Financial Group (Georgia) sold 74 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2025, an estimated $3K.
Keystone Financial Group (Georgia) first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and held it in 3 quarters.
Keystone Financial Group (Georgia)'s State Street SPDR Portfolio Developed World ex-US ETF position peaked at $3K in Q2 2025.
1,065 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2025.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q3 2025, filed 20 Oct 2025.