Clark Asset Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Clark Asset Management’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	$876K	Hold	17,382	–	–	0.07%	111
2026 Q1	$793K	Hold	17,382	–	–	0.07%	94
2025 Q4	$772K	Sell	17,382 -3,906	-18%	-$171K	0.08%	91
2025 Q3	$911K	Sell	21,288 -1,149	-5%	-$47.6K	0.11%	76
2025 Q2	$908K	Hold	22,437	–	–	0.12%	67
2025 Q1	$817K	Buy	22,437 +13,381	+148%	+$484K	0.14%	63
2024 Q4	$309K	Buy	+9,056	New	+$324K	0.06%	99
2023 Q3	–	Sell	-7,933	Closed	-$258K	–	82
2023 Q2	$258K	Buy	+7,933	New	+$259K	0.12%	60

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clark Asset Management's SPDW Position: Q2 2026 in Review

Clark Asset Management held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 17,382 shares worth $876K. The position accounts for 0.07% of the portfolio, ranked #111.

Clark Asset Management first reported a position in SPDW in Q2 2023 and has held it in 8 quarters since. The position peaked at $911K in Q3 2025. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Clark Asset Management held 17,382 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $876K as of Q2 2026.
Clark Asset Management left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.07% of Clark Asset Management's portfolio in Q2 2026, its #111 holding.
Clark Asset Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2023 and has held it in 8 quarters since.
Clark Asset Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $911K in Q3 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 Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.