AFAS
Acorn Financial Advisory Services’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $550K | Sell |
13,588
-1,150
| -8% | -$46.6K | 0.09% | 110 |
|
|
2025
Q1 | $537K | Sell |
14,738
-3,102
| -17% | -$113K | 0.1% | 103 |
|
|
2024
Q4 | $609K | Sell |
17,840
-893
| -5% | -$30.5K | 0.1% | 97 |
|
|
2024
Q3 | $704K | Sell |
18,733
-1,700
| -8% | -$63.9K | 0.12% | 81 |
|
|
2024
Q2 | $717K | Sell |
20,433
-728
| -3% | -$25.5K | 0.13% | 81 |
|
|
2024
Q1 | $758K | Sell |
21,161
-4,445
| -17% | -$159K | 0.14% | 79 |
|
|
2023
Q4 | $871K | Sell |
25,606
-684
| -3% | -$23.3K | 0.15% | 99 |
|
|
2023
Q3 | $815K | Sell |
26,290
-947
| -3% | -$29.4K | 0.15% | 105 |
|
|
2023
Q2 | $886K | Buy |
27,237
+129
| +0.5% | +$4.2K | 0.16% | 93 |
|
|
2023
Q1 | $871K | Sell |
27,108
-187
| -0.7% | -$6.01K | 0.17% | 86 |
|
|
2022
Q4 | $810K | Buy |
27,295
+198
| +0.7% | +$5.88K | 0.17% | 84 |
|
|
2022
Q3 | $699K | Sell |
27,097
-239
| -0.9% | -$6.17K | 0.17% | 92 |
|
|
2022
Q2 | $788K | Sell |
27,336
-581
| -2% | -$16.7K | 0.19% | 79 |
|
|
2022
Q1 | $957K | Hold |
27,917
| – | – | 0.19% | 82 |
|
|
2021
Q4 | $1.02M | Sell |
27,917
-1,803
| -6% | -$65.7K | 0.2% | 80 |
|
|
2021
Q3 | $1.08M | Sell |
29,720
-682
| -2% | -$24.7K | 0.33% | 72 |
|
|
2021
Q2 | $1.12M | Buy |
30,402
+2,368
| +8% | +$87.1K | 0.33% | 82 |
|
|
2021
Q1 | $991K | Buy |
28,034
+257
| +0.9% | +$9.09K | 0.36% | 77 |
|
|
2020
Q4 | $937K | Sell |
27,777
-4,331
| -13% | -$146K | 0.37% | 81 |
|
|
2020
Q3 | $939K | Sell |
32,108
-10,164
| -24% | -$297K | 0.49% | 57 |
|
|
2020
Q2 | $1.17M | Sell |
42,272
-6,798
| -14% | -$188K | 0.81% | 29 |
|
|
2020
Q1 | $1.18M | Buy |
49,070
+9,659
| +25% | +$231K | 1.16% | 14 |
|
|
2019
Q4 | $1.24M | Buy |
+39,411
| New | +$1.24M | 1.04% | 22 |
|