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

Clarkston Capital Partners’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	$1.99M	Hold	39,500	–	–	0.17%	50
2026 Q1	$1.8M	Hold	39,500	–	–	0.14%	60
2025 Q4	$1.75M	Hold	39,500	–	–	0.04%	106
2025 Q3	$1.69M	Hold	39,500	–	–	0.04%	103
2025 Q2	$1.6M	Hold	39,500	–	–	0.03%	98
2025 Q1	$1.44M	Hold	39,500	–	–	0.03%	94
2024 Q4	$1.35M	Hold	39,500	–	–	0.03%	95
2024 Q3	$1.48M	Hold	39,500	–	–	0.03%	92
2024 Q2	$1.39M	Hold	39,500	–	–	0.03%	90
2024 Q1	$1.42M	Hold	39,500	–	–	0.03%	91
2023 Q4	$1.34M	Hold	39,500	–	–	0.02%	84
2023 Q3	$1.22M	Hold	39,500	–	–	0.02%	87
2023 Q2	$1.29M	Hold	39,500	–	–	0.02%	86
2023 Q1	$1.27M	Hold	39,500	–	–	0.02%	83
2022 Q4	$1.17M	Buy	+39,500	New	+$1.13M	0.02%	91
2022 Q3	–	Sell	-32,885	Closed	-$948K	–	188
2022 Q2	$948K	Buy	32,885 +10,545	+47%	+$334K	0.02%	96
2022 Q1	$766K	Buy	22,340 +8,665	+63%	+$301K	0.01%	112
2021 Q4	$499K	Buy	13,675 +4,050	+42%	+$149K	0.01%	120
2021 Q3	$349K	Buy	+9,625	New	+$357K	0.01%	118

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

Clarkston Capital Partners's SPDW Position: Q2 2026 in Review

Clarkston Capital Partners held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 39,500 shares worth $1.99M. The position accounts for 0.17% of the portfolio, ranked #50.

Clarkston Capital Partners first reported a position in SPDW in Q3 2021 and has held it in 19 quarters since. 1,234 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Clarkston Capital Partners held 39,500 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.99M as of Q2 2026.
Clarkston Capital Partners 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 0.17% of Clarkston Capital Partners's portfolio in Q2 2026, its #50 holding.
Clarkston Capital Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2021 and has held it in 19 quarters since.
1,234 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Clarkston Capital Partners's 13F filing for Q2 2026, filed 11 Aug 2026.