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

Clearwater Capital 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
Q2 		$56M Sell
1,112,093
-14,645
-1% -$726K 4.11% 7
2026
Q1 		$51.4M Buy
1,126,738
+23,539
+2% +$1.1M 4.15% 7
2025
Q4 		$49M Sell
1,103,199
-4,840
-0.4% -$211K 4.08% 7
2025
Q3 		$47.4M Sell
1,108,039
-1,255
-0.1% -$52K 4.04% 8
2025
Q2 		$44.9M Sell
1,109,294
-11,443
-1% -$439K 4.1% 7
2025
Q1 		$40.8M Buy
1,120,737
+5,727
+0.5% +$207K 3.94% 8
2024
Q4 		$38.1M Buy
1,115,010
+1,436
+0.1% +$51.4K 3.72% 8
2024
Q3 		$41.8M Buy
1,113,574
+27,250
+3% +$984K 4.07% 7
2024
Q2 		$38.1M Sell
1,086,324
-16,081
-1% -$572K 4.04% 8
2024
Q1 		$39.5M Sell
1,102,405
-985
-0.1% -$33.8K 4.21% 8
2023
Q4 		$37.5M Buy
1,103,390
+18,675
+2% +$593K 4.21% 8
2023
Q3 		$33.6M Buy
1,084,715
+4,177
+0.4% +$135K 4.12% 10
2023
Q2 		$35.2M Sell
1,080,538
-8,562
-0.8% -$279K 4.19% 9
2023
Q1 		$35M Sell
1,089,100
-68,680
-6% -$2.17M 4.27% 8
2022
Q4 		$34.4M Buy
+1,157,780
New +$33.2M 4.48% 6

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
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
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clearwater Capital Advisors's SPDW Position: Q2 2026 in Review

Clearwater Capital Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.3% in Q2 2026, selling an estimated $726K and leaving 1,112,093 shares worth $56M. The position accounts for 4.11% of the portfolio, ranked #7.

Clearwater Capital Advisors first reported a position in SPDW in Q4 2022 and has held it in 15 quarters since. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Clearwater Capital Advisors held 1,112,093 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $56M as of Q2 2026.
  • Clearwater Capital Advisors sold 14,645 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $726K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 4.11% of Clearwater Capital Advisors's portfolio in Q2 2026, its #7 holding.
  • Clearwater Capital Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.