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

Barnes Wealth Management Group’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 Q1	$1.89M	Buy	41,310 +4,290	+12%	+$201K	0.96%	29
2025 Q4	$1.64M	Sell	37,020 -1,790	-5%	-$78.2K	0.88%	32
2025 Q3	$1.66M	Buy	38,810 +2,539	+7%	+$105K	0.91%	33
2025 Q2	$1.47M	Sell	36,271 -917	-2%	-$35.2K	0.87%	36
2025 Q1	$1.35M	Sell	37,188 -1,860	-5%	-$67.2K	0.87%	33
2024 Q4	$1.33M	Buy	+39,048	New	+$1.4M	0.89%	31

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Barnes Wealth Management Group's SPDW Position: Q1 2026 in Review

Barnes Wealth Management Group increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 12% in Q1 2026, buying an estimated $201K and bringing the position to 41,310 shares worth $1.89M. The position accounts for 0.96% of the portfolio, ranked #29.

Barnes Wealth Management Group first reported a position in SPDW in Q4 2024 and has held it in 6 quarters since. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Barnes Wealth Management Group held 41,310 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $1.89M as of Q1 2026.
Barnes Wealth Management Group bought 4,290 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $201K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.96% of Barnes Wealth Management Group's portfolio in Q1 2026, its #29 holding.
Barnes Wealth Management Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 6 quarters since.
1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Barnes Wealth Management Group's 13F filing for Q1 2026, filed 18 May 2026.