KWM
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Kingsview Wealth Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Kingsview Wealth Management’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 		$14.4M Buy
285,947
+45,994
+19% +$2.28M 0.17% 107
2026
Q1 		$11M Buy
239,953
+86,916
+57% +$4.08M 0.15% 123
2025
Q4 		$6.8M Sell
153,037
-50,010
-25% -$2.19M 0.1% 213
2025
Q3 		$8.69M Sell
203,047
-1,416
-0.7% -$58.7K 0.13% 157
2025
Q2 		$8.28M Buy
204,463
+10,461
+5% +$401K 0.14% 160
2025
Q1 		$7.06M Buy
194,002
+16,663
+9% +$602K 0.13% 166
2024
Q4 		$6.05M Sell
177,339
-1,244
-0.7% -$44.5K 0.12% 175
2024
Q3 		$6.71M Sell
178,583
-141,483
-44% -$5.11M 0.14% 157
2024
Q2 		$11.2M Buy
320,066
+6,534
+2% +$232K 0.27% 72
2024
Q1 		$11.2M Buy
313,532
+8,433
+3% +$290K 0.28% 70
2023
Q4 		$10.4M Buy
305,099
+14,404
+5% +$457K 0.31% 69
2023
Q3 		$9.01M Buy
290,695
+47,911
+20% +$1.55M 0.32% 69
2023
Q2 		$7.9M Buy
242,784
+8,330
+4% +$272K 0.31% 72
2023
Q1 		$7.53M Sell
234,454
-14,617
-6% -$461K 0.32% 72
2022
Q4 		$7.39M Buy
249,071
+667
+0.3% +$19.1K 0.32% 76
2022
Q3 		$6.41M Buy
248,404
+81,001
+48% +$2.34M 0.3% 81
2022
Q2 		$4.83M Buy
167,403
+2,224
+1% +$70.4K 0.23% 109
2022
Q1 		$5.66M Buy
165,179
+1,516
+0.9% +$52.6K 0.25% 94
2021
Q4 		$5.97M Buy
163,663
+17,515
+12% +$644K 0.25% 93
2021
Q3 		$5.29M Buy
146,148
+15,777
+12% +$586K 0.25% 88
2021
Q2 		$4.81M Buy
130,371
+4,246
+3% +$158K 0.24% 94
2021
Q1 		$4.52M Sell
126,125
-60,794
-33% -$2.13M 0.26% 88
2020
Q4 		$6.31M Buy
186,919
+470
+0.3% +$14.8K 0.46% 42
2020
Q3 		$5.46M Buy
186,449
+110,892
+147% +$3.24M 0.49% 42
2020
Q2 		$2.09M Buy
75,557
+2,061
+3% +$53.9K 0.21% 121
2020
Q1 		$1.76M Buy
73,496
+2,043
+3% +$58.5K 0.24% 110
2019
Q4 		$2.24M Buy
+71,453
New +$2.18M 0.28% 100

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

Kingsview Wealth Management's SPDW Position: Q2 2026 in Review

Kingsview Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 19% in Q2 2026, buying an estimated $2.28M and bringing the position to 285,947 shares worth $14.4M. The position accounts for 0.17% of the portfolio, ranked #107.

Kingsview Wealth Management first reported a position in SPDW in Q4 2019 and has held it in 27 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Kingsview Wealth Management held 285,947 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $14.4M as of Q2 2026.
  • Kingsview Wealth Management bought 45,994 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $2.28M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.17% of Kingsview Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Kingsview Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 27 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 Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.