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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
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% -$6.33K 0.28% 74
2025
Q4 		$9.96M Buy
224,221
+122
+0.1% +$5.33K 0.24% 78
2025
Q3 		$9.59M 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 		$78.5M 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

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 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

Grimes & Company's SPDW Position: Q2 2026 in Review

Grimes & Company increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.67% in Q2 2026, buying an estimated $74.2K and bringing the position to 225,582 shares worth $11.4M. The position accounts for 0.25% of the portfolio, ranked #72.

Grimes & Company first reported a position in SPDW in Q4 2018 and has held it in 31 quarters since. The position peaked at $78.5M in Q3 2021. 280 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Grimes & Company held 225,582 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $11.4M as of Q2 2026.
  • Grimes & Company bought 1,496 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $74.2K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.25% of Grimes & Company's portfolio in Q2 2026, its #72 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 31 quarters since.
  • Grimes & Company's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $78.5M in Q3 2021.
  • 280 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.