McClarren Financial Advisors, Inc. SPDW — SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETF

Ownership history in McClarren Financial Advisors, Inc.  ·  22 quarters on record

AI Ownership Summary

McClarren Financial Advisors, Inc. reported SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETF (SPDW) in 22 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.8% in 2024 Q4. The latest visible filing shows SPDW at 0.46% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPDW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was McClarren Financial Advisors, Inc.'s position in SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SPDW was reported at 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.8% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPDW stock page McClarren Financial Advisors, Inc. fund profile McClarren Financial Advisors, Inc. full holdings
How McClarren Financial Advisors, Inc. held SPDW — position size vs. price
% of Fund (quarterly)    SPDW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 17,802 -481 -2.6% 0.46% $897K 2026-07-17 $49.38
2026 Q1 ADDED — — — 18,283 +15,321 +517.3% 0.49% $835K 2026-04-16 $48.17
2025 Q4 REDUCED 82.5% +2.8% ❌ 2,962 -13,952 -82.5% 0.48% $812K 2026-01-13 $45.24
2025 Q3 REDUCED 10.4% +6.1% ❌ 16,914 -1,969 -10.4% 0.49% $802K 2025-10-15 $41.78
2025 Q2 ADDED — — — 18,883 +1,794 +10.5% 0.50% $765K 2025-08-07 $39.71
2025 Q1 REDUCED 9.4% +13.1% ❌ 17,089 -1,779 -9.4% 0.45% $687K 2025-05-09 $36.59
2024 Q4 ADDED — — — 18,868 +1,695 +9.9% 1.80% $643K 2025-01-29 $33.90
2024 Q3 ADDED — — — 17,173 +16,261 +1783.0% 0.54% $4.3M 2024-10-18 $34.66
2024 Q2 REDUCED 15.2% +7.1% ❌ 912 -164 -15.2% 0.46% $666K 2024-07-26 $33.48
2024 Q1 REDUCED 94.7% -0.3% ✅ 1,076 -19,254 -94.7% 0.54% $724K 2024-05-03 $32.70
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPDW

As of 2026 Q2 — sorted by position size

Auto-Owners Insurance Co 3Y 17.33% TRUEFG, LLC 3Y 16.3% Higgins & Schmidt Wealth Strategies LLC 14.16% BRIGHTON SECURITIES CORP. 11.17% Clear Retirement Advice LLC 10.65% Delta Wealth Advisors LLC 9.27% Financial Planning Fort Collins, LLC 9.06% LEGACY SOLUTIONS, LLC 8.03% Fortitude Financial, LLC 7.66% Partnership Wealth Management, LLC 7.43%

FAQ About McClarren Financial Advisors, Inc. and SPDW

These are the practical questions this page is built to answer before you even open the full history table.

How long has McClarren Financial Advisors, Inc. reported owning SPDW?

McClarren Financial Advisors, Inc. reported SPDW across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SPDW position in McClarren Financial Advisors, Inc.'s portfolio?

The largest reported portfolio weight for SPDW was 1.80% in 2024 Q4.

What is the latest reported SPDW position on this page?

The most recent filing on this page is 2026 Q2, when McClarren Financial Advisors, Inc. reported 17,802 shares, equal to 0.46% of portfolio, with an estimated market value of $897K.

What does the chart on this SPDW ownership page compare?

The chart compares McClarren Financial Advisors, Inc.'s quarterly SPDW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did McClarren Financial Advisors, Inc. time their SPDW position?

Based on 13F filing dates vs. subsequent SPDW price moves, McClarren Financial Advisors, Inc. correctly timed 7 out of 21 reported position changes (33%). The annualised alpha on SPDW relative to SPY over the holding period was -3.9%.

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