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

Clarus 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
2025 Q1	–	Sell	-113,819	Closed	-$3.85M	–	135
2024 Q4	$3.85M	Sell	113,819 -4,190	-4%	-$150K	1.92%	15
2024 Q3	$4.36M	Buy	118,009 +254	+0.2%	+$9.17K	2.22%	13
2024 Q2	$4.25M	Sell	117,755 -1,808	-2%	-$64.3K	2.26%	12
2024 Q1	$4.21M	Buy	119,563 +685	+0.6%	+$23.5K	2.38%	13
2023 Q4	$3.94M	Buy	+118,878	New	+$3.77M	2.33%	13
2023 Q2	$1.95M	Buy	61,109 +2,100	+4%	+$68.5K	1.19%	22
2023 Q1	$1.9M	Buy	+59,009	New	+$1.86M	1.2%	24
2020 Q1	–	Sell	-114,730	Closed	-$3.61M	–	144
2019 Q4	$3.61M	Buy	+114,730	New	+$3.49M	2.38%	10
2019 Q3	–	Sell	-339	Closed	-$10K	–	490
2019 Q2	$10K	Sell	339 -127,684	-100%	-$3.76M	0.01%	439
2019 Q1	$3.74M	Buy	+128,023	New	+$3.65M	2.8%	9

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

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clarus Wealth Advisors's SPDW Position: Q1 2025 in Review

Clarus Wealth Advisors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2025, closing a stake of 113,819 shares — an estimated $3.85M sold.

Clarus Wealth Advisors first reported a position in SPDW in Q1 2019 and held it in 10 quarters. The position peaked at $4.36M in Q3 2024. 990 funds tracked by Wall St. Rank hold SPDW as of Q1 2025.

Clarus Wealth Advisors reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2025 after selling out during the quarter.
Clarus Wealth Advisors sold 113,819 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2025, an estimated $3.85M.
Clarus Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2019 and held it in 10 quarters.
Clarus Wealth Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $4.36M in Q3 2024.
990 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2025.

Based on Clarus Wealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.