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

KWB Wealth’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 		$39.8M Sell
788,912
-41,488
-5% -$2.06M 3.4% 4
2026
Q1 		$36.9M Sell
830,400
-69,312
-8% -$3.25M 3.65% 5
2025
Q4 		$40M Sell
899,712
-58,254
-6% -$2.55M 3.78% 5
2025
Q3 		$38.8M Sell
957,966
-96,023
-9% -$3.98M 4.29% 6
2025
Q2 		$38.4M Sell
1,053,989
-42,016
-4% -$1.61M 4.66% 5
2025
Q1 		$37.4M Sell
1,096,005
-57,785
-5% -$2.09M 4.51% 5
2024
Q4 		$43.3M Sell
1,153,790
-43,194
-4% -$1.55M 5.37% 5
2024
Q3 		$42M Sell
1,196,984
-359,542
-23% -$13M 5.47% 5
2024
Q2 		$55.8M Sell
1,556,526
-35,373
-2% -$1.26M 7.67% 5
2024
Q1 		$57.1M Buy
1,591,899
+315,532
+25% +$10.8M 7.68% 5
2023
Q4 		$43.4M Sell
1,276,367
-419,261
-25% -$13.3M 6.26% 5
2023
Q3 		$55.2M Sell
1,695,628
-17,053
-1% -$551K 8.85% 5
2023
Q2 		$55.7M Buy
1,712,681
+679,711
+66% +$22.2M 8.81% 5
2023
Q1 		$30.7M Buy
1,032,970
+12,556
+1% +$396K 5.66% 6
2022
Q4 		$30.3M Sell
1,020,414
-250,117
-20% -$7.18M 5.76% 6
2022
Q3 		$32.8M Sell
1,270,531
-67,344
-5% -$1.94M 6.54% 6
2022
Q2 		$38.6M Sell
1,337,875
-51,097
-4% -$1.62M 7.43% 4
2022
Q1 		$50.7M Sell
1,388,972
-4,474
-0.3% -$155K 8.44% 4
2021
Q4 		$50.8M Buy
1,393,446
+29,956
+2% +$1.1M 8.45% 4
2021
Q3 		$49.4M Buy
1,363,490
+453,082
+50% +$16.8M 8.77% 4
2021
Q2 		$32.2M Sell
910,408
-2,604
-0.3% -$96.6K 6.18% 7
2021
Q1 		$32.3M Buy
913,012
+86,695
+10% +$3.04M 6.17% 7
2020
Q4 		$27.9M Buy
+826,317
New +$26M 5.8% 7

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KWB Wealth's SPDW Position: Q2 2026 in Review

KWB Wealth reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 5% in Q2 2026, selling an estimated $2.06M and leaving 788,912 shares worth $39.8M. The position accounts for 3.4% of the portfolio, ranked #4.

KWB Wealth first reported a position in SPDW in Q4 2020 and has held it in 23 quarters since. The position peaked at $57.1M in Q1 2024. 246 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • KWB Wealth held 788,912 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $39.8M as of Q2 2026.
  • KWB Wealth sold 41,488 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $2.06M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 3.4% of KWB Wealth's portfolio in Q2 2026, its #4 holding.
  • KWB Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and has held it in 23 quarters since.
  • KWB Wealth's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $57.1M in Q1 2024.
  • 246 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.