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

GHP Investment 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 		$324K Buy
6,426
+205
+3% +$10.2K 0.01% 364
2026
Q1 		$284K Buy
6,221
+328
+6% +$15.4K 0.01% 364
2025
Q4 		$262K Buy
5,893
+11
+0.2% +$481 0.01% 363
2025
Q3 		$252K Buy
5,882
+227
+4% +$9.41K 0.01% 358
2025
Q2 		$229K Buy
5,655
+52
+0.9% +$1.99K 0.01% 367
2025
Q1 		$204K Hold
5,603
– – 0.01% 373
2024
Q4 		$191K Sell
5,603
-1,045
-16% -$37.4K 0.01% 378
2024
Q3 		$250K Sell
6,648
-6,221
-48% -$225K 0.01% 364
2024
Q2 		$451K Sell
12,869
-2,640
-17% -$93.9K 0.02% 305
2024
Q1 		$556K Sell
15,509
-582
-4% -$20K 0.03% 302
2023
Q4 		$547K Sell
16,091
-157
-1% -$4.98K 0.03% 300
2023
Q3 		$499K Sell
16,248
-1,539
-9% -$49.7K 0.03% 302
2023
Q2 		$578K Sell
17,787
-18,342
-51% -$599K 0.03% 297
2023
Q1 		$1.16M Sell
36,129
-5,131
-12% -$162K 0.07% 252
2022
Q4 		$1.22M Sell
41,260
-14,404
-26% -$413K 0.08% 242
2022
Q3 		$1.44M Buy
55,664
+4,916
+10% +$142K 0.11% 224
2022
Q2 		$1.46M Buy
50,748
+7,267
+17% +$230K 0.11% 223
2022
Q1 		$1.49M Buy
43,481
+7,770
+22% +$270K 0.1% 227
2021
Q4 		$1.3M Buy
35,711
+26,331
+281% +$968K 0.09% 203
2021
Q3 		$340K Buy
+9,380
New +$348K 0.03% 260

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

GHP Investment Advisors's SPDW Position: Q2 2026 in Review

GHP Investment Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 3.3% in Q2 2026, buying an estimated $10.2K and bringing the position to 6,426 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #364.

GHP Investment Advisors first reported a position in SPDW in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.49M in Q1 2022. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • GHP Investment Advisors held 6,426 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $324K as of Q2 2026.
  • GHP Investment Advisors bought 205 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $10.2K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #364 holding.
  • GHP Investment Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2021 and has held it in 20 quarters since.
  • GHP Investment Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.49M in Q1 2022.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.