KWB Wealth
SPDW icon

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
Q3 		$39.9M Buy
794,993
+6,081
+0.8% +$309K 3.41% 5
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

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
T
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

KWB Wealth's SPDW Position: Q3 2026 in Review

KWB Wealth increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.77% in Q3 2026, buying an estimated $309K and bringing the position to 794,993 shares worth $39.9M. The position accounts for 3.41% of the portfolio, ranked #5.

KWB Wealth first reported a position in SPDW in Q4 2020 and has held it in 24 quarters since. The position peaked at $57.1M in Q1 2024. 264 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • KWB Wealth held 794,993 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $39.9M as of Q3 2026.
  • KWB Wealth bought 6,081 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $309K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 3.41% of KWB Wealth's portfolio in Q3 2026, its #5 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 24 quarters since.
  • KWB Wealth's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $57.1M in Q1 2024.
  • 264 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.