Baron Financial Group’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Sell |
61,738
-1,885
| -3% | -$76.3K | 1.47% | 24 |
|
|
2025
Q1 | $2.32M | Sell |
63,623
-1,170
| -2% | -$42.6K | 1.46% | 24 |
|
|
2024
Q4 | $2.21M | Buy |
64,793
+443
| +0.7% | +$15.1K | 1.37% | 25 |
|
|
2024
Q3 | $2.42M | Sell |
64,350
-2,395
| -4% | -$90K | 1.48% | 23 |
|
|
2024
Q2 | $2.34M | Sell |
66,745
-3,046
| -4% | -$107K | 1.49% | 23 |
|
|
2024
Q1 | $2.5M | Sell |
69,791
-3,195
| -4% | -$115K | 1.54% | 21 |
|
|
2023
Q4 | $2.48M | Sell |
72,986
-1,494
| -2% | -$50.8K | 1.58% | 21 |
|
|
2023
Q3 | $2.31M | Buy |
74,480
+2,550
| +4% | +$79.1K | 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% | -$115K | 1.48% | 24 |
|
|
2022
Q4 | $2.27M | Buy |
76,360
+26
| +0% | +$772 | 1.5% | 26 |
|
|
2022
Q3 | $1.97M | Buy |
+76,334
| New | +$1.97M | 1.33% | 28 |
|