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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
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% +$82.3K 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

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Baron Financial Group's SPDW Position: Q2 2026 in Review

Baron Financial Group increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.3% in Q2 2026, buying an estimated $8.87K and bringing the position to 60,757 shares worth $3.06M. The position accounts for 1.46% of the portfolio, ranked #25.

Baron Financial Group first reported a position in SPDW in Q3 2022 and has held it in 16 quarters since. 285 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Baron Financial Group held 60,757 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.06M as of Q2 2026.
  • Baron Financial Group bought 179 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $8.87K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.46% of Baron Financial Group's portfolio in Q2 2026, its #25 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 16 quarters since.
  • 285 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.