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

Clearstead 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 		$142M Buy
3,100,372
+58,391
+2% +$2.74M 1.29% 15
2025
Q4 		$135M Buy
3,041,981
+91,331
+3% +$3.99M 1.7% 8
2025
Q3 		$126M Buy
2,950,650
+149,558
+5% +$6.2M 1.66% 9
2025
Q2 		$113M Buy
2,801,092
+110,568
+4% +$4.24M 1.59% 9
2025
Q1 		$98M Buy
2,690,524
+76,703
+3% +$2.77M 1.52% 10
2024
Q4 		$89.2M Buy
2,613,821
+33,253
+1% +$1.19M 1.35% 9
2024
Q3 		$96.9M Buy
2,580,568
+37,237
+1% +$1.34M 1.5% 9
2024
Q2 		$89.2M Buy
2,543,331
+2,543,316
+16,955,440% +$90.5M 1.52% 9
2024
Q1 		$540 Hold
15
– – ﹤0.01% 1453
2023
Q4 		$511 Sell
15
-15
-50% -$476 ﹤0.01% 1460
2023
Q3 		$932 Buy
30
+15
+100% +$484 ﹤0.01% 1462
2023
Q2 		$489 Buy
+15
New +$490 ﹤0.01% 1301
2022
Q2 		– Sell
-274
Closed -$9K – 1435
2022
Q1 		$9K Buy
+274
New +$9.51K ﹤0.01% 1003

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clearstead Advisors's SPDW Position: Q1 2026 in Review

Clearstead Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.9% in Q1 2026, buying an estimated $2.74M and bringing the position to 3,100,372 shares worth $142M. The position accounts for 1.29% of the portfolio, ranked #15.

Clearstead Advisors first reported a position in SPDW in Q1 2022 and has held it in 13 quarters since. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Clearstead Advisors held 3,100,372 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $142M as of Q1 2026.
  • Clearstead Advisors bought 58,391 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $2.74M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.29% of Clearstead Advisors's portfolio in Q1 2026, its #15 holding.
  • Clearstead Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2022 and has held it in 13 quarters since.
  • 1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.