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Baker Tilly Wealth Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Baker Tilly Wealth Management’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 		$840K Sell
16,730
-2,011
-11% -$102K 0.16% 108
2026
Q2 		$944K Sell
18,741
-1,166
-6% -$57.8K 0.2% 98
2026
Q1 		$909K Sell
19,907
-147
-0.7% -$6.9K 0.22% 95
2025
Q4 		$891K Buy
20,054
+1,437
+8% +$62.8K 0.22% 97
2025
Q3 		$797K Buy
18,617
+1,901
+11% +$78.8K 0.18% 105
2025
Q2 		$677K Sell
16,716
-6,726
-29% -$258K 0.24% 94
2025
Q1 		$854K Sell
23,442
-1,581
-6% -$57.1K 0.33% 75
2024
Q4 		$854K Sell
25,023
-829
-3% -$29.7K 0.33% 68
2024
Q3 		$971K Buy
25,852
+912
+4% +$32.9K 0.43% 58
2024
Q2 		$875K Sell
24,940
-3,457
-12% -$123K 0.36% 65
2024
Q1 		$1.02M Sell
28,397
-17,204
-38% -$591K 0.18% 119
2023
Q4 		$1.55M Buy
45,601
+18,306
+67% +$581K 0.25% 89
2023
Q3 		$846K Sell
27,295
-9,953
-27% -$321K 0.14% 151
2023
Q2 		$1.21M Buy
37,248
+3,294
+10% +$108K 0.13% 175
2023
Q1 		$1.09M Buy
33,954
+9,179
+37% +$290K 0.12% 184
2022
Q4 		$736K Sell
24,775
-30,330
-55% -$871K 0.09% 244
2022
Q3 		$1.42M Buy
55,105
+36,133
+190% +$1.04M 0.19% 112
2022
Q2 		$547K Buy
18,972
+3,780
+25% +$120K 0.07% 278
2022
Q1 		$521K Sell
15,192
-18,289
-55% -$635K 0.06% 336
2021
Q4 		$1.22M Buy
33,481
+23,891
+249% +$879K 0.13% 162
2021
Q3 		$347K Buy
9,590
+1,377
+17% +$51.1K 0.05% 392
2021
Q2 		$302K Buy
8,213
+616
+8% +$22.9K 0.05% 397
2021
Q1 		$269K Buy
+7,597
New +$266K 0.06% 386

Other funds holding SPDW

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Baker Tilly Wealth Management's SPDW Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 11% in Q3 2026, selling an estimated $102K and leaving 16,730 shares worth $840K. The position accounts for 0.16% of the portfolio, ranked #108.

Baker Tilly Wealth Management first reported a position in SPDW in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.55M in Q4 2023. 71 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Baker Tilly Wealth Management held 16,730 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $840K as of Q3 2026.
  • Baker Tilly Wealth Management sold 2,011 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $102K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.16% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #108 holding.
  • Baker Tilly Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2021 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.55M in Q4 2023.
  • 71 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.