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

Keystone 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
Q2 		$1.58M Buy
31,440
+498
+2% +$24.7K 0.29% 85
2026
Q1 		$1.41M Buy
30,942
+1,624
+6% +$76.2K 0.3% 86
2025
Q4 		$1.3M Sell
29,318
-764
-3% -$33.4K 0.27% 75
2025
Q3 		$1.29M Sell
30,082
-1,099
-4% -$45.5K 0.28% 92
2025
Q2 		$1.26M Buy
31,181
+296
+1% +$11.3K 0.3% 81
2025
Q1 		$1.12M Sell
30,885
-1,128
-4% -$40.8K 0.3% 78
2024
Q4 		$1.09M Buy
32,013
+550
+2% +$19.7K 0.29% 83
2024
Q3 		$1.18M Sell
31,463
-96
-0.3% -$3.46K 0.33% 73
2024
Q2 		$1.11M Sell
31,559
-676
-2% -$24K 0.34% 70
2024
Q1 		$1.16M Buy
32,235
+179
+0.6% +$6.15K 0.38% 65
2023
Q4 		$1.09M Buy
32,056
+1,431
+5% +$45.4K 0.37% 66
2023
Q3 		$950K Sell
30,625
-274
-0.9% -$8.85K 0.36% 70
2023
Q2 		$1.01M Buy
30,899
+3,673
+13% +$120K 0.38% 63
2023
Q1 		$874K Buy
27,226
+1,761
+7% +$55.6K 0.36% 67
2022
Q4 		$756K Buy
+25,465
New +$731K 0.33% 68

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 Wealth Services's SPDW Position: Q2 2026 in Review

Keystone Wealth Services increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.6% in Q2 2026, buying an estimated $24.7K and bringing the position to 31,440 shares worth $1.58M. The position accounts for 0.29% of the portfolio, ranked #85.

Keystone Wealth Services first reported a position in SPDW in Q4 2022 and has held it in 15 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Keystone Wealth Services held 31,440 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.58M as of Q2 2026.
  • Keystone Wealth Services bought 498 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $24.7K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.29% of Keystone Wealth Services's portfolio in Q2 2026, its #85 holding.
  • Keystone Wealth Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 15 quarters since.
  • 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 Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.