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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
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 $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

Clearwater Capital Advisors's SPDW Position: Q1 2026 in Review

Clearwater Capital Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.1% in Q1 2026, buying an estimated $1.1M and bringing the position to 1,126,738 shares worth $51.4M. The position accounts for 4.15% of the portfolio, ranked #7.

Clearwater Capital Advisors first reported a position in SPDW in Q4 2022 and has held it in 14 quarters since. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Clearwater Capital Advisors held 1,126,738 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $51.4M as of Q1 2026.
  • Clearwater Capital Advisors bought 23,539 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $1.1M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 4.15% of Clearwater Capital Advisors's portfolio in Q1 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 14 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 Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.