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

Gradient 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
Q2 		$15.6M Sell
309,462
-5,606
-2% -$278K 3.61% 3
2026
Q1 		$14.4M Sell
315,068
-6,931
-2% -$325K 3.73% 3
2025
Q4 		$14.3M Sell
321,999
-12,842
-4% -$561K 3.69% 3
2025
Q3 		$14.3M Sell
334,841
-1,781
-0.5% -$73.8K 3.84% 3
2025
Q2 		$13.6M Sell
336,622
-10,917
-3% -$419K 4.03% 3
2025
Q1 		$12.7M Buy
347,539
+13,080
+4% +$473K 4.13% 3
2024
Q4 		$11.4M Buy
334,459
+18,416
+6% +$659K 3.68% 4
2024
Q3 		$11.9M Buy
316,043
+24,227
+8% +$875K 3.93% 3
2024
Q2 		$10.2M Buy
291,816
+1,182
+0.4% +$42K 3.66% 4
2024
Q1 		$10.4M Buy
290,634
+2,673
+0.9% +$91.8K 3.82% 3
2023
Q4 		$9.79M Buy
287,961
+3,540
+1% +$112K 3.73% 4
2023
Q3 		$8.82M Buy
284,421
+15,410
+6% +$498K 3.69% 4
2023
Q2 		$8.75M Buy
269,011
+7,404
+3% +$242K 3.51% 4
2023
Q1 		$8.4M Sell
261,607
-3,626
-1% -$114K 3.57% 4
2022
Q4 		$7.87M Buy
265,233
+8,978
+4% +$258K 3.58% 5
2022
Q3 		$6.61M Buy
256,255
+56,339
+28% +$1.62M 3.16% 7
2022
Q2 		$5.77M Buy
199,916
+10,664
+6% +$338K 2.77% 9
2022
Q1 		$6.49M Sell
189,252
-20,302
-10% -$704K 2.75% 7
2021
Q4 		$7.64M Buy
209,554
+16,821
+9% +$619K 3.18% 7
2021
Q3 		$6.98M Buy
192,733
+17,432
+10% +$647K 3.2% 7
2021
Q2 		$6.45M Buy
175,301
+23,806
+16% +$883K 3.02% 6
2021
Q1 		$5.36M Buy
151,495
+30,933
+26% +$1.08M 2.84% 7
2020
Q4 		$4.07M Buy
120,562
+11,167
+10% +$352K 2.32% 10
2020
Q3 		$3.2M Buy
109,395
+4,427
+4% +$129K 2% 10
2020
Q2 		$2.9M Buy
104,968
+6,278
+6% +$164K 1.96% 11
2020
Q1 		$2.36M Buy
98,690
+56,465
+134% +$1.62M 1.91% 13
2019
Q4 		$1.32M Buy
42,225
+22,439
+113% +$683K 0.92% 29
2019
Q3 		$581K Buy
19,786
+9,185
+87% +$266K 0.43% 51
2019
Q2 		$314K Buy
+10,601
New +$312K 0.24% 71

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

Gradient Capital Advisors's SPDW Position: Q2 2026 in Review

Gradient Capital Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.8% in Q2 2026, selling an estimated $278K and leaving 309,462 shares worth $15.6M. The position accounts for 3.61% of the portfolio, ranked #3.

Gradient Capital Advisors first reported a position in SPDW in Q2 2019 and has held it in 29 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Gradient Capital Advisors held 309,462 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $15.6M as of Q2 2026.
  • Gradient Capital Advisors sold 5,606 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $278K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 3.61% of Gradient Capital Advisors's portfolio in Q2 2026, its #3 holding.
  • Gradient Capital Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2019 and has held it in 29 quarters since.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.