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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
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

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

Baker Tilly Wealth Management's SPDW Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 5.9% in Q2 2026, selling an estimated $57.8K and leaving 18,741 shares worth $944K. The position accounts for 0.2% of the portfolio, ranked #98.

Baker Tilly Wealth Management first reported a position in SPDW in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.55M in Q4 2023. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Baker Tilly Wealth Management held 18,741 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $944K as of Q2 2026.
  • Baker Tilly Wealth Management sold 1,166 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $57.8K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.2% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #98 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 22 quarters since.
  • Baker Tilly Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $1.55M in Q4 2023.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.