Gradient Capital Advisors, LLC / SPDW
Gradient Capital Advisors, LLC’s Spdr Index Shs Fds Position
Does Gradient Capital Advisors, LLC own Spdr Index Shs Fds (SPDW)? Yes — 309.5K shares worth $16M (+3.61% of its 13F portfolio) as of Q2 2026, down from 315.1K shares the prior filed quarter.
Position Value
$16M
Q2 2026
Shares
309.5K
% of Portfolio
+3.61%
Quarters Held
29
currently held
Position History SPDW
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 309.5K | $16M | +3.61% |
| Q1 2026 | 315.1K | $14M | +3.73% |
| Q4 2025 | 322.0K | $14M | +3.69% |
| Q3 2025 | 334.8K | $14M | +3.84% |
| Q2 2025 | 336.6K | $14M | +4.03% |
| Q1 2025 | 347.5K | $13M | +4.13% |
| Q4 2024 | 334.5K | $11M | +3.68% |
| Q3 2024 | 316.0K | $12M | +3.93% |
| Q2 2024 | 291.8K | $10M | +3.66% |
| Q1 2024 | 290.6K | $10M | +3.82% |
| Q4 2023 | 288.0K | $10M | +3.73% |
| Q3 2023 | 284.4K | $9M | +3.69% |
| Q2 2023 | 269.0K | $9M | +3.51% |
| Q1 2023 | 261.6K | $8M | +3.57% |
| Q4 2022 | 265.2K | $8M | +3.58% |
| Q3 2022 | 256.3K | $7M | +3.16% |
| Q2 2022 | 199.9K | $6M | +2.77% |
| Q1 2022 | 189.3K | $6M | +2.75% |
| Q4 2021 | 209.6K | $8M | +3.18% |
| Q3 2021 | 192.7K | $7M | +3.20% |
| Q2 2021 | 175.3K | $6M | +3.02% |
| Q1 2021 | 151.5K | $5M | +2.84% |
| Q4 2020 | 120.6K | $4M | +2.32% |
| Q3 2020 | 109.4K | $3M | +2.00% |
| Q2 2020 | 105.0K | $3M | +1.96% |
| Q1 2020 | 98.7K | $2M | +1.91% |
| Q4 2019 | 42.2K | $1M | +0.92% |
| Q3 2019 | 19.8K | $581,000 | +0.43% |
| Q2 2019 | 10.6K | $314,000 | +0.24% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gradient Capital Advisors, LLC’s full portfolio or all institutional holders of SPDW.