Gradient Investments
PRIV icon

Gradient Investments’s State Street IG Public & Private Credit ETF PRIV Stock Holding History

Gradient Investments’s Portfolio PRIV Stock Details PRIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$22.2M Sell
921,530
-103,752
-10% -$2.56M 0.32% 87
2026
Q2 		$25.8M Buy
1,025,282
+129,964
+15% +$3.27M 0.36% 86
2026
Q1 		$22.6M Buy
895,318
+124,466
+16% +$3.17M 0.35% 88
2025
Q4 		$19.6M Buy
770,852
+73,382
+11% +$1.87M 0.31% 104
2025
Q3 		$17.8M Buy
+697,470
New +$17.6M 0.3% 103

Other funds holding PRIV

BIM
Breakwater Investment Management Seattle, Washington $302M AUM 10.26% 1-Year Est. Return
ZIG
Zullo Investment Group Scranton, Pennsylvania $310M AUM 32.01% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Gradient Investments's PRIV Position: Q3 2026 in Review

Gradient Investments reduced its State Street IG Public & Private Credit ETF (PRIV) stake by 10% in Q3 2026, selling an estimated $2.56M and leaving 921,530 shares worth $22.2M. The position accounts for 0.32% of the portfolio, ranked #87.

Gradient Investments first reported a position in PRIV in Q3 2025 and has held it in 5 quarters since. The position peaked at $25.8M in Q2 2026. 7 funds tracked by Wall St. Rank hold PRIV as of Q3 2026.

  • Gradient Investments held 921,530 shares of State Street IG Public & Private Credit ETF worth $22.2M as of Q3 2026.
  • Gradient Investments sold 103,752 State Street IG Public & Private Credit ETF shares in Q3 2026, an estimated $2.56M.
  • State Street IG Public & Private Credit ETF made up 0.32% of Gradient Investments's portfolio in Q3 2026, its #87 holding.
  • Gradient Investments first reported a position in State Street IG Public & Private Credit ETF in Q3 2025 and has held it in 5 quarters since.
  • Gradient Investments's State Street IG Public & Private Credit ETF position peaked at $25.8M in Q2 2026.
  • 7 funds tracked by Wall St. Rank held State Street IG Public & Private Credit ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.