CCWA
SPDW icon

CLA (CliftonLarsonAllen) Wealth Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

CLA (CliftonLarsonAllen) 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
Q2 		$12.4M Buy
245,506
+2,831
+1% +$140K 0.16% 58
2026
Q1 		$11.1M Buy
242,675
+48,706
+25% +$2.29M 0.16% 59
2025
Q4 		$8.61M Sell
193,969
-2,875
-1% -$126K 0.13% 70
2025
Q3 		$8.42M Buy
196,844
+1,668
+0.9% +$69.1K 0.13% 66
2025
Q2 		$7.9M Buy
195,176
+41,960
+27% +$1.61M 0.13% 68
2025
Q1 		$5.58M Sell
153,216
-22,589
-13% -$816K 0.1% 76
2024
Q4 		$6M Buy
175,805
+38,641
+28% +$1.38M 0.12% 65
2024
Q3 		$5.15M Sell
137,164
-1,249
-0.9% -$45.1K 0.12% 68
2024
Q2 		$4.86M Sell
138,413
-5,680
-4% -$202K 0.1% 68
2024
Q1 		$5.16M Sell
144,093
-26,022
-15% -$894K 0.12% 62
2023
Q4 		$5.79M Buy
170,115
+112,273
+194% +$3.56M 0.14% 63
2023
Q3 		$1.79M Sell
57,842
-20,802
-26% -$672K 0.05% 100
2023
Q2 		$2.56M Buy
78,644
+33,692
+75% +$1.1M 0.07% 83
2023
Q1 		$1.44M Sell
44,952
-233,228
-84% -$7.36M 0.04% 118
2022
Q4 		$8.26M Buy
278,180
+232,350
+507% +$6.67M 0.31% 49
2022
Q3 		$1.18M Sell
45,830
-38,912
-46% -$1.12M 0.15% 52
2022
Q2 		$2.44M Sell
84,742
-199,910
-70% -$6.33M 0.1% 83
2022
Q1 		$9.76M Buy
284,652
+267,853
+1,594% +$9.29M 0.35% 46
2021
Q4 		$613K Buy
+16,799
New +$618K 0.02% 153

Other funds holding SPDW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's SPDW Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.2% in Q2 2026, buying an estimated $140K and bringing the position to 245,506 shares worth $12.4M. The position accounts for 0.16% of the portfolio, ranked #58.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SPDW in Q4 2021 and has held it in 19 quarters since. 848 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 245,506 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $12.4M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 2,831 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $140K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.16% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 19 quarters since.
  • 848 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.