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

Gross & Hartman 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 		$393K Sell
7,797
-5,158
-40% -$256K 0.17% 47
2026
Q1 		$591K Sell
12,955
-1,921
-13% -$90.1K 0.31% 30
2025
Q4 		$661K Buy
+14,876
New +$650K 0.38% 27

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gross & Hartman Investments's SPDW Position: Q2 2026 in Review

Gross & Hartman Investments reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 40% in Q2 2026, selling an estimated $256K and leaving 7,797 shares worth $393K. The position accounts for 0.17% of the portfolio, ranked #47.

Gross & Hartman Investments first reported a position in SPDW in Q4 2025 and has held it in 3 quarters since. The position peaked at $661K in Q4 2025. 1,184 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Gross & Hartman Investments held 7,797 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $393K as of Q2 2026.
  • Gross & Hartman Investments sold 5,158 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $256K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.17% of Gross & Hartman Investments's portfolio in Q2 2026, its #47 holding.
  • Gross & Hartman Investments first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2025 and has held it in 3 quarters since.
  • Gross & Hartman Investments's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $661K in Q4 2025.
  • 1,184 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Gross & Hartman Investments's 13F filing for Q2 2026, filed 13 Aug 2026.