Krilogy Financial
SPDW icon

Krilogy Financial’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Krilogy Financial’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
Q3 		$1.92M Buy
38,630
+174
+0.5% +$8.85K 0.05% 270
2026
Q2 		$1.94M Buy
38,456
+118
+0.3% +$5.85K 0.06% 246
2026
Q1 		$1.87M Buy
38,338
+59
+0.2% +$2.77K 0.06% 230
2025
Q4 		$1.8M Buy
38,279
+207
+0.5% +$9.04K 0.06% 228
2025
Q3 		$1.65M Buy
38,072
+10,448
+38% +$433K 0.06% 224
2025
Q2 		$1.12M Buy
27,624
+2,915
+12% +$112K 0.06% 174
2025
Q1 		$900K Sell
24,709
-650
-3% -$23.5K 0.06% 174
2024
Q4 		$866K Buy
25,359
+904
+4% +$32.4K 0.06% 174
2024
Q3 		$919K Hold
24,455
– – 0.06% 171
2024
Q2 		$858K Sell
24,455
-517
-2% -$18.4K 0.06% 177
2024
Q1 		$895K Hold
24,972
– – 0.07% 172
2023
Q4 		$849K Buy
+24,972
New +$793K 0.07% 158

Other funds holding SPDW

Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
TrueFG
TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Krilogy Financial's SPDW Position: Q3 2026 in Review

Krilogy Financial increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.45% in Q3 2026, buying an estimated $8.85K and bringing the position to 38,630 shares worth $1.92M. The position accounts for 0.05% of the portfolio, ranked #270.

Krilogy Financial first reported a position in SPDW in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.94M in Q2 2026. 373 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Krilogy Financial held 38,630 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.92M as of Q3 2026.
  • Krilogy Financial bought 174 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $8.85K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.05% of Krilogy Financial's portfolio in Q3 2026, its #270 holding.
  • Krilogy Financial first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 12 quarters since.
  • Krilogy Financial's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.94M in Q2 2026.
  • 373 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.