SEC 13F Intelligence

Baron Financial Group, LLC / SPDW

Baron Financial Group, LLC’s Spdr Index Shs Fds Position

Does Baron Financial Group, LLC own Spdr Index Shs Fds (SPDW)? Yes — 60.8K shares worth $3M (+1.46% of its 13F portfolio) as of Q2 2026, up from 60.6K shares the prior filed quarter.

Position Value
$3M
Q2 2026
Shares
60.8K
% of Portfolio
+1.46%
Quarters Held
16
currently held

Position History SPDW

Reported value by quarter
Q3 ’22: $2MQ3 ’22Q4 ’22: $2MQ1 ’23: $2MQ1 ’23Q2 ’23: $2MQ3 ’23: $2MQ3 ’23Q4 ’23: $2MQ1 ’24: $3MQ1 ’24Q2 ’24: $2MQ3 ’24: $2MQ3 ’24Q4 ’24: $2MQ1 ’25: $2MQ1 ’25Q2 ’25: $2MQ3 ’25: $3MQ3 ’25Q4 ’25: $3MQ1 ’26: $3MQ1 ’26Q2 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202660.8K$3M+1.46%
Q1 202660.6K$3M+1.49%
Q4 202560.9K$3M+1.45%
Q3 202561.6K$3M+1.44%
Q2 202561.7K$2M+1.47%
Q1 202563.6K$2M+1.46%
Q4 202464.8K$2M+1.37%
Q3 202464.3K$2M+1.48%
Q2 202466.7K$2M+1.49%
Q1 202469.8K$3M+1.54%
Q4 202373.0K$2M+1.58%
Q3 202374.5K$2M+1.50%
Q2 202371.9K$2M+1.45%
Q1 202372.8K$2M+1.48%
Q4 202276.4K$2M+1.50%
Q3 202276.3K$2M+1.33%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Baron Financial Group, LLC’s full portfolio or all institutional holders of SPDW.