Baron Financial Group
SPDW icon

Baron Financial Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Baron Financial 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
Q3 		$3.06M Buy
60,992
+235
+0.4% +$12K 1.49% 23
2026
Q2 		$3.06M Buy
60,757
+179
+0.3% +$8.87K 1.46% 25
2026
Q1 		$2.77M Sell
60,578
-320
-0.5% -$15K 1.49% 24
2025
Q4 		$2.7M Sell
60,898
-670
-1% -$29.3K 1.45% 25
2025
Q3 		$2.63M Sell
61,568
-170
-0.3% -$7.04K 1.44% 25
2025
Q2 		$2.5M Sell
61,738
-1,885
-3% -$72.3K 1.47% 24
2025
Q1 		$2.32M Sell
63,623
-1,170
-2% -$42.3K 1.46% 24
2024
Q4 		$2.21M Buy
64,793
+443
+0.7% +$15.9K 1.37% 25
2024
Q3 		$2.42M Sell
64,350
-2,395
-4% -$86.5K 1.48% 23
2024
Q2 		$2.34M Sell
66,745
-3,046
-4% -$108K 1.49% 23
2024
Q1 		$2.5M Sell
69,791
-3,195
-4% -$110K 1.54% 21
2023
Q4 		$2.48M Sell
72,986
-1,494
-2% -$47.4K 1.58% 21
2023
Q3 		$2.31M Buy
74,480
+2,550
+4% +$82.4K 1.5% 23
2023
Q2 		$2.34M Sell
71,930
-850
-1% -$27.7K 1.45% 24
2023
Q1 		$2.34M Sell
72,780
-3,580
-5% -$113K 1.48% 24
2022
Q4 		$2.27M Buy
76,360
+26
+0% +$746 1.5% 26
2022
Q3 		$1.97M Buy
+76,334
New +$2.2M 1.33% 28

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Baron Financial Group's SPDW Position: Q3 2026 in Review

Baron Financial Group increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.39% in Q3 2026, buying an estimated $12K and bringing the position to 60,992 shares worth $3.06M. The position accounts for 1.49% of the portfolio, ranked #23.

Baron Financial Group first reported a position in SPDW in Q3 2022 and has held it in 17 quarters since. 1,036 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Baron Financial Group held 60,992 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.06M as of Q3 2026.
  • Baron Financial Group bought 235 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $12K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.49% of Baron Financial Group's portfolio in Q3 2026, its #23 holding.
  • Baron Financial Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2022 and has held it in 17 quarters since.
  • 1,036 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Baron Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.