Kraft Davis & Associates’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Kraft Davis & Associates’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	$780K	Sell	15,742 -2,176	-12%	-$108K	0.16%	62
2026 Q1	$878K	Sell	17,918 -11,471	-39%	-$538K	0.19%	58
2025 Q4	$1.35M	Buy	29,389 +1,854	+7%	+$81K	0.3%	55
2025 Q3	$1.2M	Buy	27,535 +1,770	+7%	+$73.3K	0.29%	58
2025 Q2	$1.05M	Sell	25,765 -94,020	-78%	-$3.6M	0.29%	59
2025 Q1	$4.42M	Buy	119,785 +113,625	+1,845%	+$4.11M	1.42%	24
2024 Q4	$223K	Buy	+6,160	New	+$221K	0.06%	126

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kraft Davis & Associates's SPDW Position: Q2 2026 in Review

Kraft Davis & Associates reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 12% in Q2 2026, selling an estimated $108K and leaving 15,742 shares worth $780K. The position accounts for 0.16% of the portfolio, ranked #62.

Kraft Davis & Associates first reported a position in SPDW in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.42M in Q1 2025. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Kraft Davis & Associates held 15,742 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $780K as of Q2 2026.
Kraft Davis & Associates sold 2,176 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $108K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.16% of Kraft Davis & Associates's portfolio in Q2 2026, its #62 holding.
Kraft Davis & Associates first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 7 quarters since.
Kraft Davis & Associates's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $4.42M in Q1 2025.
1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.