Claro Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Claro 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	$449K	Hold	9,834	–	–	0.05%	266
2025 Q4	$437K	Buy	9,834 +134	+1%	+$5.86K	0.06%	250
2025 Q3	$415K	Sell	9,700 -288	-3%	-$11.9K	0.06%	258
2025 Q2	$404K	Buy	9,988 +2,717	+37%	+$104K	0.07%	238
2025 Q1	$265K	Sell	7,271 -22	-0.3%	-$795	0.04%	420
2024 Q4	$249K	Buy	7,293 +127	+2%	+$4.55K	0.03%	405
2024 Q3	$269K	Sell	7,166 -49	-0.7%	-$1.77K	0.03%	410
2024 Q2	$253K	Sell	7,215 -307	-4%	-$10.9K	0.04%	358
2024 Q1	$270K	Hold	7,522	–	–	0.05%	342
2023 Q4	$256K	Buy	+7,522	New	+$239K	0.06%	318

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Claro Advisors's SPDW Position: Q1 2026 in Review

Claro Advisors held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q1 2026 at 9,834 shares worth $449K. The position accounts for 0.05% of the portfolio, ranked #266.

Claro Advisors first reported a position in SPDW in Q4 2023 and has held it in 10 quarters since. 1,196 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Claro Advisors held 9,834 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $449K as of Q1 2026.
Claro Advisors left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.05% of Claro Advisors's portfolio in Q1 2026, its #266 holding.
Claro Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 10 quarters since.
1,196 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.