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
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

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

Krilogy Financial's SPDW Position: Q2 2026 in Review

Krilogy Financial increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.31% in Q2 2026, buying an estimated $5.85K and bringing the position to 38,456 shares worth $1.94M. The position accounts for 0.06% of the portfolio, ranked #246.

Krilogy Financial first reported a position in SPDW in Q4 2023 and has held it in 11 quarters since. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Krilogy Financial held 38,456 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.94M as of Q2 2026.
  • Krilogy Financial bought 118 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $5.85K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.06% of Krilogy Financial's portfolio in Q2 2026, its #246 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 11 quarters since.
  • 1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.