KF
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
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

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Krilogy Financial's SPDW Position: Q1 2026 in Review

Krilogy Financial increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.15% in Q1 2026, buying an estimated $2.77K and bringing the position to 38,338 shares worth $1.87M. The position accounts for 0.06% of the portfolio, ranked #230.

Krilogy Financial first reported a position in SPDW in Q4 2023 and has held it in 10 quarters since. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Krilogy Financial held 38,338 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.87M as of Q1 2026.
  • Krilogy Financial bought 59 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $2.77K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.06% of Krilogy Financial's portfolio in Q1 2026, its #230 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 10 quarters since.
  • 1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.