Total Clarity Wealth Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Total Clarity Wealth Management’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	$6.64M	Buy	145,554 +22,903	+19%	+$1.07M	1.56%	9
2025 Q4	$5.45M	Buy	122,651 +28,383	+30%	+$1.24M	1.32%	15
2025 Q3	$4.03M	Buy	94,268 +5,229	+6%	+$217K	1.07%	24
2025 Q2	$3.61M	Buy	+89,039	New	+$3.41M	1.03%	26
2022 Q3	–	Sell	-2,717	Closed	-$78K	–	865
2022 Q2	$78K	Buy	+2,717	New	+$86K	0.04%	347
2022 Q1	–	Sell	-3,804	Closed	-$139K	–	801
2021 Q4	$139K	Hold	3,804	–	–	0.06%	267
2021 Q3	$138K	Buy	+3,804	New	+$141K	0.07%	263
2021 Q2	–	Sell	-2,155	Closed	-$76K	–	654
2021 Q1	$76K	Buy	+2,155	New	+$75.5K	0.04%	276
2020 Q1	–	Sell	-975	Closed	-$31K	–	530
2019 Q4	$31K	Buy	+975	New	+$29.7K	0.02%	339

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Total Clarity Wealth Management's SPDW Position: Q1 2026 in Review

Total Clarity Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 19% in Q1 2026, buying an estimated $1.07M and bringing the position to 145,554 shares worth $6.64M. The position accounts for 1.56% of the portfolio, ranked #9.

Total Clarity Wealth Management first reported a position in SPDW in Q4 2019 and has held it in 9 quarters since. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Total Clarity Wealth Management held 145,554 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $6.64M as of Q1 2026.
Total Clarity Wealth Management bought 22,903 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $1.07M.
State Street SPDR Portfolio Developed World ex-US ETF made up 1.56% of Total Clarity Wealth Management's portfolio in Q1 2026, its #9 holding.
Total Clarity Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 9 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 Total Clarity Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.