Clear Creek Financial Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Clear Creek Financial 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 Q1	$357K	Sell	7,816 -45,331	-85%	-$2.13M	0.03%	465
2025 Q4	$2.36M	Buy	53,147 +20,988	+65%	+$917K	0.19%	118
2025 Q3	$1.38M	Buy	+32,159	New	+$1.33M	0.12%	184
2022 Q1	–	Sell	-12,220	Closed	-$446K	–	375
2021 Q4	$446K	Sell	12,220 -97	-0.8%	-$3.57K	0.07%	195
2021 Q3	$446K	Sell	12,317 -56	-0.5%	-$2.08K	0.07%	194
2021 Q2	$455K	Buy	+12,373	New	+$459K	0.07%	190
2021 Q1	–	Sell	-36,445	Closed	-$1.23M	–	224
2020 Q4	$1.23M	Buy	+36,445	New	+$1.15M	0.24%	95
2020 Q3	–	Sell	-140,720	Closed	-$3.89M	–	234
2020 Q2	$3.89M	Sell	140,720 -24,857	-15%	-$650K	1.01%	25
2020 Q1	$4.09M	Sell	165,577 -78,442	-32%	-$2.24M	1.56%	17
2019 Q4	$7.7M	Buy	244,019 +18,878	+8%	+$575K	3.02%	10
2019 Q3	$6.91M	Sell	225,141 -18,964	-8%	-$550K	3.34%	6
2019 Q2	$7.36M	Buy	+244,105	New	+$7.19M	3.15%	6

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

Clear Creek Financial Management's SPDW Position: Q1 2026 in Review

Clear Creek Financial Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 85% in Q1 2026, selling an estimated $2.13M and leaving 7,816 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #465.

Clear Creek Financial Management first reported a position in SPDW in Q2 2019 and has held it in 12 quarters since. The position peaked at $7.7M in Q4 2019. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Clear Creek Financial Management held 7,816 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $357K as of Q1 2026.
Clear Creek Financial Management sold 45,331 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $2.13M.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.03% of Clear Creek Financial Management's portfolio in Q1 2026, its #465 holding.
Clear Creek Financial Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2019 and has held it in 12 quarters since.
Clear Creek Financial Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $7.7M in Q4 2019.
1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.