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CWA
Canvas Wealth Advisors’s
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
Stock Holding History
Canvas Wealth Advisors’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
–
Sell
-15,565
Closed
-$691K
–
255
2025
Q4
$691K
Hold
15,565
–
–
0.12%
89
2025
Q3
$678K
Hold
15,565
–
–
0.12%
88
2025
Q2
$632K
Buy
15,565
+2,626
+20%
+$101K
0.12%
94
2025
Q1
$477K
Buy
12,939
+397
+3%
+$14.3K
0.12%
103
2024
Q4
$428K
Sell
12,542
-500
-4%
-$17.9K
0.11%
105
2024
Q3
$490K
Sell
13,042
-350
-3%
-$12.6K
0.14%
92
2024
Q2
$477K
Hold
13,392
–
–
0.15%
83
2024
Q1
$458K
Hold
13,392
–
–
0.15%
79
2023
Q4
$453K
Sell
13,392
-20
-0.1%
-$635
0.16%
75
2023
Q3
$401K
Sell
13,412
-1,850
-12%
-$59.7K
0.16%
74
2023
Q2
$508K
Buy
15,262
+346
+2%
+$11.3K
0.19%
68
2023
Q1
$490K
Sell
14,916
-333
-2%
-$10.5K
0.21%
71
2022
Q4
$485K
Hold
15,249
–
–
0.2%
78
2022
Q3
$420K
Hold
15,249
–
–
0.18%
78
2022
Q2
$440K
Hold
15,249
–
–
0.18%
79
2022
Q1
$489K
Sell
15,249
-450
-3%
-$15.6K
0.18%
91
2021
Q4
$573K
Hold
15,699
–
–
0.21%
85
2021
Q3
$568K
Hold
15,699
–
–
0.23%
74
2021
Q2
$578K
Hold
15,699
–
–
0.26%
69
2021
Q1
$568K
Buy
+15,699
New
+$550K
0.33%
67
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18.73%
1-Year Est. Return
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$49.2B AUM
14.31%
1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
1-Year Est. Return
AF
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Folsom, California
$24.6B AUM
15.55%
1-Year Est. Return
AOI
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Lansing, Michigan
$4.78B AUM
24.51%
1-Year Est. Return
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38B AUM
19.66%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
TCIIS
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$26B AUM
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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