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SPDW icon

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

Gradient Investments’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 		$112M Sell
2,230,648
-34,671
-2% -$1.72M 1.55% 12
2026
Q1 		$103M Buy
2,265,319
+79,385
+4% +$3.73M 1.6% 11
2025
Q4 		$97.1M Buy
2,185,934
+57,231
+3% +$2.5M 1.54% 10
2025
Q3 		$91.1M Buy
2,128,703
+16,072
+0.8% +$666K 1.52% 13
2025
Q2 		$85.5M Buy
2,112,631
+7,173
+0.3% +$275K 1.56% 12
2025
Q1 		$76.7M Sell
2,105,458
-1,523,106
-42% -$55M 1.55% 12
2024
Q4 		$124M Buy
3,628,564
+355,068
+11% +$12.7M 2.51% 2
2024
Q3 		$123M Buy
3,273,496
+81,839
+3% +$2.95M 2.56% 4
2024
Q2 		$112M Buy
3,191,657
+130,291
+4% +$4.63M 2.51% 3
2024
Q1 		$110M Sell
3,061,366
-105,234
-3% -$3.62M 2.54% 4
2023
Q4 		$108M Sell
3,166,600
-881,375
-22% -$28M 2.6% 5
2023
Q3 		$126M Buy
4,047,975
+1,063,951
+36% +$34.4M 3.31% 3
2023
Q2 		$97.1M Buy
2,984,024
+457,228
+18% +$14.9M 2.5% 5
2023
Q1 		$81.2M Buy
2,526,796
+244,648
+11% +$7.72M 2.21% 5
2022
Q4 		$67.8M Sell
2,282,148
-2,519
-0.1% -$72.3K 2.14% 5
2022
Q3 		$58.9M Buy
2,284,667
+2,281,639
+75,351% +$65.8M 1.8% 8
2022
Q2 		$87K Buy
3,028
+1,710
+130% +$54.1K ﹤0.01% 398
2022
Q1 		$45K Sell
1,318
-1,143
-46% -$39.7K ﹤0.01% 495
2021
Q4 		$90K Sell
2,461
-772
-24% -$28.4K ﹤0.01% 373
2021
Q3 		$117K Sell
3,233
-297,026
-99% -$11M ﹤0.01% 346
2021
Q2 		$11M Buy
300,259
+31,610
+12% +$1.17M 0.32% 97
2021
Q1 		$9.5M Sell
268,649
-230,463
-46% -$8.08M 0.31% 98
2020
Q4 		$14.6M Sell
499,112
-3,325
-0.7% -$105K 0.62% 36
2020
Q3 		$14.7M Buy
502,437
+4,040
+0.8% +$118K 0.62% 36
2020
Q2 		$13.8M Buy
498,397
+6,634
+1% +$174K 0.63% 35
2020
Q1 		$11.8M Buy
491,763
+37,104
+8% +$1.06M 0.63% 32
2019
Q4 		$14.3M Sell
454,659
-576,748
-56% -$17.6M 0.63% 28
2019
Q3 		$30.3M Sell
1,031,407
-2,799
-0.3% -$81.2K 1.48% 10
2019
Q2 		$30.6M Buy
1,034,206
+112,142
+12% +$3.3M 1.57% 9
2019
Q1 		$26.9M Sell
922,064
-1,419,886
-61% -$40.4M 1.74% 10
2018
Q4 		$61.9M Buy
2,341,950
+378,146
+19% +$10.7M 3.72% 6
2018
Q3 		$60.4M Buy
1,963,804
+188,090
+11% +$5.74M 3.1% 6
2018
Q2 		$54M Buy
1,775,714
+225,050
+15% +$7.11M 2.88% 6
2018
Q1 		$48.7M Buy
1,550,664
+1,416,143
+1,053% +$45.4M 2.64% 6
2017
Q4 		$4.26M Buy
+134,521
New +$4.2M 0.25% 85

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Gradient Investments's SPDW Position: Q2 2026 in Review

Gradient Investments reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.5% in Q2 2026, selling an estimated $1.72M and leaving 2,230,648 shares worth $112M. The position accounts for 1.55% of the portfolio, ranked #12.

Gradient Investments first reported a position in SPDW in Q4 2017 and has held it in 35 quarters since. The position peaked at $126M in Q3 2023. 239 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Gradient Investments held 2,230,648 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $112M as of Q2 2026.
  • Gradient Investments sold 34,671 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $1.72M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.55% of Gradient Investments's portfolio in Q2 2026, its #12 holding.
  • Gradient Investments first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2017 and has held it in 35 quarters since.
  • Gradient Investments's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $126M in Q3 2023.
  • 239 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.