BHWM
SPDW icon

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

Beaird Harris Wealth Management’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 		$35.1K Hold
697
– – ﹤0.01% 286
2026
Q1 		$31.8K Buy
697
+8
+1% +$375 ﹤0.01% 284
2025
Q4 		$30.6K Buy
689
+65
+10% +$2.84K ﹤0.01% 300
2025
Q3 		$26.7K Hold
624
– – ﹤0.01% 306
2025
Q2 		$25.3K Buy
+624
New +$23.9K ﹤0.01% 311
2022
Q2 		– Sell
-3
Closed – – 579
2022
Q1 		$0 Buy
+3
New +$104 ﹤0.01% 707

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
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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Beaird Harris Wealth Management's SPDW Position: Q2 2026 in Review

Beaird Harris Wealth Management held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 697 shares worth $35.1K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Beaird Harris Wealth Management first reported a position in SPDW in Q1 2022 and has held it in 6 quarters since. 246 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Beaird Harris Wealth Management held 697 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $35.1K as of Q2 2026.
  • Beaird Harris Wealth Management left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #286 holding.
  • Beaird Harris Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2022 and has held it in 6 quarters since.
  • 246 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.