AO
Advisor OS’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 | $3.36M | Buy |
83,075
+67,845
| +445% | +$2.75M | 0.33% | 45 |
|
|
2025
Q1 | $555K | Sell |
15,230
-53,470
| -78% | -$1.95M | 0.06% | 221 |
|
|
2024
Q4 | $2.34M | Buy |
68,700
+217
| +0.3% | +$7.41K | 0.27% | 62 |
|
|
2024
Q3 | $2.57M | Buy |
68,483
+22
| +0% | +$826 | 0.26% | 72 |
|
|
2024
Q2 | $2.4M | Sell |
68,461
-1,183
| -2% | -$41.5K | 0.26% | 70 |
|
|
2024
Q1 | $2.5M | Sell |
69,644
-1,760
| -2% | -$63.1K | 0.29% | 63 |
|
|
2023
Q4 | $2.43M | Sell |
71,404
-7,134
| -9% | -$243K | 0.32% | 54 |
|
|
2023
Q3 | $2.44M | Buy |
78,538
+65
| +0.1% | +$2.02K | 0.37% | 51 |
|
|
2023
Q2 | $2.55M | Sell |
78,473
-5,153
| -6% | -$168K | 0.42% | 48 |
|
|
2023
Q1 | $2.69M | Buy |
83,626
+74,660
| +833% | +$2.4M | 0.64% | 34 |
|
|
2022
Q4 | $266K | Buy |
8,966
+296
| +3% | +$8.79K | 0.07% | 186 |
|
|
2022
Q3 | $224K | Buy |
+8,670
| New | +$224K | 0.07% | 182 |
|
|
2022
Q2 | – | Sell |
-89,515
| Closed | -$3.07M | – | 210 |
|
|
2022
Q1 | $3.07M | Sell |
89,515
-912
| -1% | -$31.3K | 0.89% | 24 |
|
|
2021
Q4 | $3.3M | Buy |
90,427
+2,950
| +3% | +$108K | 0.67% | 28 |
|
|
2021
Q3 | $3.17M | Buy |
87,477
+1,154
| +1% | +$41.8K | 0.69% | 29 |
|
|
2021
Q2 | $3.18M | Buy |
86,323
+13
| +0% | +$478 | 0.66% | 28 |
|
|
2021
Q1 | $3.05M | Sell |
86,310
-40,231
| -32% | -$1.42M | 0.69% | 27 |
|
|
2020
Q4 | $4.47M | Buy |
126,541
+1,452
| +1% | +$51.3K | 1.2% | 19 |
|
|
2020
Q3 | $3.83M | Buy |
125,089
+43,083
| +53% | +$1.32M | 1.61% | 16 |
|
|
2020
Q2 | $2.27M | Buy |
+82,006
| New | +$2.27M | 1.35% | 15 |
|