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Great Diamond Partners’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Great Diamond Partners’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 		$1.78M Buy
35,354
+1,540
+5% +$76.3K 0.31% 84
2026
Q1 		$1.54M Buy
33,814
+7,716
+30% +$362K 0.3% 87
2025
Q4 		$1.16M Sell
26,098
-7,207
-22% -$315K 0.22% 105
2025
Q3 		$1.43M Buy
33,305
+8,954
+37% +$371K 0.28% 89
2025
Q2 		$986K Buy
24,351
+469
+2% +$18K 0.21% 110
2025
Q1 		$870K Buy
23,882
+1,371
+6% +$49.5K 0.24% 88
2024
Q4 		$768K Buy
22,511
+2,075
+10% +$74.3K 0.2% 94
2024
Q3 		$768K Sell
20,436
-100
-0.5% -$3.61K 0.2% 95
2024
Q2 		$720K Sell
20,536
-188
-0.9% -$6.69K 0.17% 112
2024
Q1 		$743K Buy
20,724
+927
+5% +$31.8K 0.17% 110
2023
Q4 		$673K Buy
19,797
+162
+0.8% +$5.14K 0.17% 116
2023
Q3 		$609K Buy
19,635
+83
+0.4% +$2.68K 0.16% 118
2023
Q2 		$636K Buy
19,552
+477
+3% +$15.6K 0.17% 113
2023
Q1 		$613K Buy
19,075
+74
+0.4% +$2.34K 0.18% 111
2022
Q4 		$564K Buy
19,001
+2,146
+13% +$61.6K 0.17% 110
2022
Q3 		$434K Buy
16,855
+292
+2% +$8.42K 0.15% 130
2022
Q2 		$477K Buy
16,563
+1,111
+7% +$35.2K 0.16% 119
2022
Q1 		$529K Buy
15,452
+1,091
+8% +$37.9K 0.15% 122
2021
Q4 		$523K Buy
14,361
+2,003
+16% +$73.7K 0.13% 126
2021
Q3 		$447K Buy
12,358
+371
+3% +$13.8K 0.12% 128
2021
Q2 		$441K Buy
11,987
+1,001
+9% +$37.1K 0.12% 129
2021
Q1 		$388K Buy
10,986
+3,204
+41% +$112K 0.12% 131
2020
Q4 		$262K Buy
7,782
+406
+6% +$12.8K 0.08% 155
2020
Q3 		$215K Buy
7,376
+120
+2% +$3.5K 0.08% 154
2020
Q2 		$200K Buy
+7,256
New +$190K 0.08% 144
2020
Q1 		– Sell
-5,255
Closed -$164K – 522
2019
Q4 		$164K Buy
+5,255
New +$160K 0.06% 173

Other funds holding SPDW

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Great Diamond Partners's SPDW Position: Q2 2026 in Review

Great Diamond Partners increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 4.6% in Q2 2026, buying an estimated $76.3K and bringing the position to 35,354 shares worth $1.78M. The position accounts for 0.31% of the portfolio, ranked #84.

Great Diamond Partners first reported a position in SPDW in Q4 2019 and has held it in 26 quarters since. 631 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Great Diamond Partners held 35,354 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.78M as of Q2 2026.
  • Great Diamond Partners bought 1,540 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $76.3K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.31% of Great Diamond Partners's portfolio in Q2 2026, its #84 holding.
  • Great Diamond Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2019 and has held it in 26 quarters since.
  • 631 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.