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 Q3	$606K	Sell	12,075 -1,110	-8%	-$56.5K	0.06%	255
2026 Q2	$664K	Buy	13,185 +3,351	+34%	+$166K	0.07%	218
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 $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Claro Advisors's SPDW Position: Q3 2026 in Review

Claro Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 8.4% in Q3 2026, selling an estimated $56.5K and leaving 12,075 shares worth $606K. The position accounts for 0.06% of the portfolio, ranked #255.

Claro Advisors first reported a position in SPDW in Q4 2023 and has held it in 12 quarters since. The position peaked at $664K in Q2 2026. 1,139 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

Claro Advisors held 12,075 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $606K as of Q3 2026.
Claro Advisors sold 1,110 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $56.5K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.06% of Claro Advisors's portfolio in Q3 2026, its #255 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 12 quarters since.
Claro Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $664K in Q2 2026.
1,139 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.