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Baltimore-Washington Financial Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Baltimore-Washington Financial Advisors’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 		$1.37M Sell
27,117
-445
-2% -$22.1K 0.05% 88
2026
Q1 		$1.26M Sell
27,562
-2,169
-7% -$102K 0.05% 83
2025
Q4 		$1.32M Sell
29,731
-1,031
-3% -$45.1K 0.05% 88
2025
Q3 		$1.32M Sell
30,762
-627
-2% -$26K 0.06% 91
2025
Q2 		$1.27M Sell
31,389
-363
-1% -$13.9K 0.06% 89
2025
Q1 		$1.16M Sell
31,752
-4,864
-13% -$176K 0.06% 85
2024
Q4 		$1.25M Buy
36,616
+3,563
+11% +$128K 0.06% 88
2024
Q3 		$1.24M Sell
33,053
-1,414
-4% -$51K 0.07% 89
2024
Q2 		$1.21M Sell
34,467
-548
-2% -$19.5K 0.07% 89
2024
Q1 		$1.25M Sell
35,015
-21
-0.1% -$721 0.08% 88
2023
Q4 		$1.19M Buy
35,036
+1,644
+5% +$52.2K 0.08% 93
2023
Q3 		$1.04M Sell
33,392
-6,781
-17% -$219K 0.08% 97
2023
Q2 		$1.31M Sell
40,173
-51,740
-56% -$1.69M 0.1% 93
2023
Q1 		$2.95M Sell
91,913
-3,669
-4% -$116K 0.26% 83
2022
Q4 		$2.84M Sell
95,582
-10,269
-10% -$295K 0.28% 79
2022
Q3 		$2.73M Sell
105,851
-1,719
-2% -$49.6K 0.23% 72
2022
Q2 		$3.1M Sell
107,570
-9,712
-8% -$307K 0.33% 68
2022
Q1 		$4.15M Buy
117,282
+4,485
+4% +$156K 0.4% 74
2021
Q4 		$4.11M Sell
112,797
-1,709
-1% -$62.9K 0.33% 74
2021
Q3 		$4.15M Sell
114,506
-2,031
-2% -$75.4K 0.37% 74
2021
Q2 		$4.29M Sell
116,537
-848
-0.7% -$31.5K 0.4% 72
2021
Q1 		$4.15M Sell
117,385
-2,101
-2% -$73.7K 0.42% 73
2020
Q4 		$4.03M Sell
119,486
-34,084
-22% -$1.07M 0.44% 71
2020
Q3 		$4.49M Sell
153,570
-6,116
-4% -$179K 0.58% 61
2020
Q2 		$4.41M Sell
159,686
-6,396
-4% -$167K 0.61% 59
2020
Q1 		$3.98M Buy
166,082
+24,609
+17% +$704K 0.72% 50
2019
Q4 		$4.43M Buy
141,473
+10,710
+8% +$326K 0.65% 57
2019
Q3 		$3.84M Buy
130,763
+10,083
+8% +$292K 0.63% 59
2019
Q2 		$3.57M Buy
120,680
+11,758
+11% +$346K 0.6% 62
2019
Q1 		$3.18M Buy
108,922
+70,293
+182% +$2M 0.56% 63
2018
Q4 		$1.02M Buy
38,629
+20,299
+111% +$572K 0.21% 74
2018
Q3 		$564K Buy
18,330
+8,652
+89% +$264K 0.1% 73
2018
Q2 		$294K Buy
9,678
+1,736
+22% +$54.9K 0.06% 80
2018
Q1 		$249K Buy
+7,942
New +$255K 0.05% 75

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

Baltimore-Washington Financial Advisors's SPDW Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.6% in Q2 2026, selling an estimated $22.1K and leaving 27,117 shares worth $1.37M. The position accounts for 0.05% of the portfolio, ranked #88.

Baltimore-Washington Financial Advisors first reported a position in SPDW in Q1 2018 and has held it in 34 quarters since. The position peaked at $4.49M in Q3 2020. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Baltimore-Washington Financial Advisors held 27,117 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.37M as of Q2 2026.
  • Baltimore-Washington Financial Advisors sold 445 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $22.1K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.05% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #88 holding.
  • Baltimore-Washington Financial Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2018 and has held it in 34 quarters since.
  • Baltimore-Washington Financial Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $4.49M in Q3 2020.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.