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

Kingswood Wealth Advisors’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 		$27.1M Buy
538,612
+20,650
+4% +$1.02M 1.09% 14
2026
Q1 		$23.6M Sell
517,962
-6,217
-1% -$292K 1.12% 12
2025
Q4 		$23.3M Buy
524,179
+414,545
+378% +$18.1M 1.13% 12
2025
Q3 		$4.69M Buy
109,634
+567
+0.5% +$23.5K 0.28% 88
2025
Q2 		$4.42M Buy
109,067
+7,573
+7% +$290K 0.35% 60
2025
Q1 		$3.7M Buy
101,494
+3,880
+4% +$140K 0.34% 64
2024
Q4 		$3.33M Buy
97,614
+8,786
+10% +$315K 0.25% 86
2024
Q3 		$3.34M Buy
88,828
+22,917
+35% +$827K 0.24% 99
2024
Q2 		$2.31M Buy
65,911
+50,113
+317% +$1.78M 0.21% 105
2024
Q1 		$566K Buy
+15,798
New +$543K 0.07% 315

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

Kingswood Wealth Advisors's SPDW Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 4% in Q2 2026, buying an estimated $1.02M and bringing the position to 538,612 shares worth $27.1M. The position accounts for 1.09% of the portfolio, ranked #14.

Kingswood Wealth Advisors first reported a position in SPDW in Q1 2024 and has held it in 10 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Kingswood Wealth Advisors held 538,612 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $27.1M as of Q2 2026.
  • Kingswood Wealth Advisors bought 20,650 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $1.02M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.09% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • Kingswood Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2024 and has held it in 10 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 Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.