Grimes & Company
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Grimes & Company’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Grimes & Company’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
Q3 		$11.1M Sell
221,620
-3,962
-2% -$202K 0.26% 75
2026
Q2 		$11.4M Buy
225,582
+1,496
+0.7% +$74.2K 0.25% 72
2026
Q1 		$10.2M Sell
224,086
-135
-0.1% -$6.34K 0.28% 74
2025
Q4 		$10M Buy
224,221
+122
+0.1% +$5.33K 0.24% 78
2025
Q3 		$9.6M Buy
224,099
+1,913
+0.9% +$79.3K 0.24% 80
2025
Q2 		$9M Buy
222,186
+2,537
+1% +$97.3K 0.24% 81
2025
Q1 		$8M Sell
219,649
-10,888
-5% -$393K 0.25% 87
2024
Q4 		$7.87M Sell
230,537
-10,600
-4% -$380K 0.23% 84
2024
Q3 		$9.06M Sell
241,137
-5,838
-2% -$211K 0.25% 83
2024
Q2 		$8.66M Buy
246,975
+7,351
+3% +$261K 0.26% 85
2024
Q1 		$8.59M Sell
239,624
-10,111
-4% -$347K 0.26% 83
2023
Q4 		$8.49M Sell
249,735
-15,717
-6% -$499K 0.28% 78
2023
Q3 		$8.23M Sell
265,452
-8,472
-3% -$274K 0.32% 72
2023
Q2 		$8.91M Buy
273,924
+5,279
+2% +$172K 0.32% 67
2023
Q1 		$8.63M Sell
268,645
-1,397
-0.5% -$44.1K 0.35% 65
2022
Q4 		$8.02M Buy
270,042
+73,035
+37% +$2.1M 0.34% 59
2022
Q3 		$5.08M Buy
197,007
+812
+0.4% +$23.4K 0.27% 78
2022
Q2 		$5.66M Sell
196,195
-1,244,583
-86% -$39.4M 0.29% 75
2022
Q1 		$49.4M Buy
1,440,778
+69,492
+5% +$2.41M 2.58% 8
2021
Q4 		$50M Sell
1,371,286
-795,245
-37% -$29.2M 2.29% 10
2021
Q3 		$78.4M Buy
2,166,531
+102,876
+5% +$3.82M 3.41% 7
2021
Q2 		$75.9M Buy
2,063,655
+99,020
+5% +$3.67M 3.29% 9
2021
Q1 		$69.5M Buy
1,964,635
+173,032
+10% +$6.07M 3.34% 9
2020
Q4 		$60.5M Sell
1,791,603
-224,539
-11% -$7.08M 3.14% 8
2020
Q3 		$59M Buy
2,016,142
+141,321
+8% +$4.13M 3.77% 4
2020
Q2 		$51.8M Buy
1,874,821
+1,729,941
+1,194% +$45.3M 3.6% 5
2020
Q1 		$3.47M Sell
144,880
-1,523,397
-91% -$43.6M 0.32% 67
2019
Q4 		$52.3M Buy
1,668,277
+1,559,347
+1,432% +$47.5M 3.43% 7
2019
Q3 		$3.2M Sell
108,930
-691,195
-86% -$20M 0.23% 80
2019
Q2 		$23.7M Sell
800,125
-639,933
-44% -$18.8M 1.8% 11
2019
Q1 		$42.1M Buy
1,440,058
+1,359,032
+1,677% +$38.7M 3.3% 6
2018
Q4 		$2.14M Buy
+81,026
New +$2.28M 0.21% 81

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Vicus Capital
Vicus Capital State College, Pennsylvania $1.58B AUM 16.34% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Grimes & Company's SPDW Position: Q3 2026 in Review

Grimes & Company reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.8% in Q3 2026, selling an estimated $202K and leaving 221,620 shares worth $11.1M. The position accounts for 0.26% of the portfolio, ranked #75.

Grimes & Company first reported a position in SPDW in Q4 2018 and has held it in 32 quarters since. The position peaked at $78.4M in Q3 2021. 902 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Grimes & Company held 221,620 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $11.1M as of Q3 2026.
  • Grimes & Company sold 3,962 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $202K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.26% of Grimes & Company's portfolio in Q3 2026, its #75 holding.
  • Grimes & Company first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2018 and has held it in 32 quarters since.
  • Grimes & Company's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $78.4M in Q3 2021.
  • 902 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Grimes & Company's 13F filing for Q3 2026, filed 29 Oct 2026.