Clear Investment Research’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Clear Investment Research’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	–	Sell	-2,297	Closed	-$105K	–	193
2026 Q1	$105K	Buy	+2,297	New	+$108K	0.16%	79
2025 Q4	–	Sell	-2,158	Closed	-$92.4K	–	204
2025 Q3	$92.4K	Hold	2,158	–	–	0.12%	91
2025 Q2	$87.4K	Buy	2,158 +283	+15%	+$10.8K	0.11%	91
2025 Q1	$68.3K	Hold	1,875	–	–	0.09%	90
2024 Q4	$64K	Buy	1,875 +642	+52%	+$23K	0.08%	96
2024 Q3	$46.3K	Buy	+1,233	New	+$44.5K	0.06%	107
2024 Q1	–	Sell	-3,532	Closed	-$120K	–	255
2023 Q4	$120K	Buy	+3,532	New	+$112K	0.17%	67

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

Clear Investment Research's SPDW Position: Q2 2026 in Review

Clear Investment Research sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026, closing a stake of 2,297 shares — an estimated $105K sold.

Clear Investment Research first reported a position in SPDW in Q4 2023 and held it in 7 quarters. The position peaked at $120K in Q4 2023. 1,228 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Clear Investment Research reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2026 after selling out during the quarter.
Clear Investment Research sold 2,297 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $105K.
Clear Investment Research first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and held it in 7 quarters.
Clear Investment Research's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $120K in Q4 2023.
1,228 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.