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

McClarren Financial 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 		$897K Sell
17,802
-481
-3% -$23.8K 0.46% 38
2026
Q1 		$835K Buy
18,283
+15,321
+517% +$719K 0.49% 37
2025
Q4 		$812K Sell
2,962
-13,952
-82% -$610K 0.48% 38
2025
Q3 		$802K Sell
16,914
-1,969
-10% -$81.6K 0.49% 39
2025
Q2 		$765K Buy
18,883
+1,794
+10% +$68.8K 0.5% 41
2025
Q1 		$687K Sell
17,089
-1,779
-9% -$64.3K 0.45% 39
2024
Q4 		$643K Buy
18,868
+1,695
+10% +$60.7K 1.8% 9
2024
Q3 		$4.29M Buy
17,173
+16,261
+1,783% +$587K 0.54% 20
2024
Q2 		$666K Sell
912
-19,264
-95% -$685K 0.47% 40
2024
Q1 		$724K Sell
20,176
-154
-0.8% -$5.29K 0.52% 37
2023
Q4 		$691K Buy
20,330
+210
+1% +$6.67K 0.53% 33
2023
Q3 		$622K Sell
20,120
-3
-0% -$97 0.54% 30
2023
Q2 		$654K Buy
20,123
+491
+3% +$16K 0.54% 31
2023
Q1 		$614K Sell
19,632
-217
-1% -$6.85K 0.56% 30
2022
Q4 		$589K Sell
19,849
-9
-0% -$258 0.56% 30
2022
Q3 		$512K Buy
+19,858
New +$573K 0.51% 30
2022
Q2 		– Sell
-22,975
Closed -$787K – 230
2022
Q1 		$787K Sell
22,975
-115
-0.5% -$3.99K 0.57% 27
2021
Q4 		$842K Buy
23,090
+186
+0.8% +$6.84K 0.57% 27
2021
Q3 		$829K Sell
22,904
-1,611
-7% -$59.8K 0.65% 23
2021
Q2 		$900K Sell
24,515
-708
-3% -$26.3K 0.73% 22
2021
Q1 		$891K Sell
25,223
-181
-0.7% -$6.34K 0.8% 22
2020
Q4 		$857K Buy
+25,404
New +$801K 0.82% 21

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 22.9% 1-Year Est. Return

McClarren Financial Advisors's SPDW Position: Q2 2026 in Review

McClarren Financial Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.6% in Q2 2026, selling an estimated $23.8K and leaving 17,802 shares worth $897K. The position accounts for 0.46% of the portfolio, ranked #38.

McClarren Financial Advisors first reported a position in SPDW in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.29M in Q3 2024. 1,236 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • McClarren Financial Advisors held 17,802 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $897K as of Q2 2026.
  • McClarren Financial Advisors sold 481 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $23.8K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.46% of McClarren Financial Advisors's portfolio in Q2 2026, its #38 holding.
  • McClarren Financial Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and has held it in 22 quarters since.
  • McClarren Financial Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $4.29M in Q3 2024.
  • 1,236 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.