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Caldwell Sutter Capital’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Caldwell Sutter Capital’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 		$21.6K Sell
428
-27
-6% -$1.34K 0.01% 521
2026
Q1 		$20.8K Sell
455
-173
-28% -$8.12K 0.01% 484
2025
Q4 		$27.9K Hold
628
– – 0.01% 433
2025
Q3 		$26.9K Hold
628
– – 0.01% 438
2025
Q2 		$25.4K Hold
628
– – 0.01% 437
2025
Q1 		$22.9K Hold
628
– – 0.01% 445
2024
Q4 		$21.4K Buy
628
+29
+5% +$1.04K 0.01% 467
2024
Q3 		$22.5K Hold
599
– – 0.01% 471
2024
Q2 		$21K Sell
599
-8
-1% -$285 0.01% 476
2024
Q1 		$21.8K Buy
607
+19
+3% +$653 0.01% 466
2023
Q4 		$20K Hold
588
– – 0.01% 468
2023
Q3 		$18.2K Buy
588
+25
+4% +$807 0.01% 460
2023
Q2 		$18.3K Buy
563
+390
+225% +$12.7K 0.01% 456
2023
Q1 		$5.56K Buy
+173
New +$5.46K ﹤0.01% 436

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

Caldwell Sutter Capital's SPDW Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 5.9% in Q2 2026, selling an estimated $1.34K and leaving 428 shares worth $21.6K. The position accounts for 0.01% of the portfolio, ranked #521.

Caldwell Sutter Capital first reported a position in SPDW in Q1 2023 and has held it in 14 quarters since. The position peaked at $27.9K in Q4 2025. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Caldwell Sutter Capital held 428 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $21.6K as of Q2 2026.
  • Caldwell Sutter Capital sold 27 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $1.34K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #521 holding.
  • Caldwell Sutter Capital first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2023 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $27.9K in Q4 2025.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.