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

Keystone Financial Group (Kentucky)’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 		$1.48M Buy
29,450
+593
+2% +$29.4K 0.09% 170
2026
Q1 		$1.32M Buy
28,857
+1,583
+6% +$74.3K 0.09% 168
2025
Q4 		$1.21M Buy
27,274
+663
+2% +$29K 0.09% 152
2025
Q3 		$1.14M Buy
26,611
+1,422
+6% +$58.9K 0.09% 151
2025
Q2 		$1.02M Buy
25,189
+1,056
+4% +$40.5K 0.09% 151
2025
Q1 		$879K Sell
24,133
-76
-0.3% -$2.75K 0.09% 161
2024
Q4 		$826K Buy
24,209
+590
+2% +$21.1K 0.08% 162
2024
Q3 		$887K Buy
+23,619
New +$853K 0.11% 135
2024
Q2 		– Sell
-23,854
Closed -$855K – 283
2024
Q1 		$855K Buy
23,854
+2,419
+11% +$83.1K 0.12% 127
2023
Q4 		$729K Buy
21,435
+1,108
+5% +$35.2K 0.13% 127
2023
Q3 		$630K Sell
20,327
-105
-0.5% -$3.39K 0.11% 132
2023
Q2 		$665K Buy
+20,432
New +$667K 0.11% 131
2022
Q4 		$513K Sell
17,290
-59,265
-77% -$1.7M 0.1% 146
2022
Q3 		$1.98M Buy
76,555
+5,283
+7% +$152K 0.4% 58
2022
Q2 		$2.06M Buy
71,272
+464
+0.7% +$14.7K 0.41% 58
2022
Q1 		$2.43M Buy
70,808
+2,590
+4% +$89.9K 0.41% 52
2021
Q4 		$2.49M Buy
68,218
+3,571
+6% +$131K 0.41% 56
2021
Q3 		$2.34M Buy
64,647
+146
+0.2% +$5.42K 0.42% 59
2021
Q2 		$2.37M Buy
64,501
+2,170
+3% +$80.5K 0.43% 56
2021
Q1 		$2.2M Buy
+62,331
New +$2.19M 0.43% 56

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

Keystone Financial Group (Kentucky)'s SPDW Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.1% in Q2 2026, buying an estimated $29.4K and bringing the position to 29,450 shares worth $1.48M. The position accounts for 0.09% of the portfolio, ranked #170.

Keystone Financial Group (Kentucky) first reported a position in SPDW in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.49M in Q4 2021. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 29,450 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.48M as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 593 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $29.4K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.09% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #170 holding.
  • Keystone Financial Group (Kentucky) first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2021 and has held it in 20 quarters since.
  • Keystone Financial Group (Kentucky)'s State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.49M in Q4 2021.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.