AWA
Aletheian Wealth Advisors’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 | $794K | Hold |
19,604
| – | – | 0.39% | 48 |
|
|
2025
Q1 | $714K | Hold |
19,604
| – | – | 0.4% | 48 |
|
|
2024
Q4 | $669K | Hold |
19,604
| – | – | 0.4% | 49 |
|
|
2024
Q3 | $736K | Sell |
19,604
-9,720
| -33% | -$365K | 0.43% | 44 |
|
|
2024
Q2 | $1.03M | Sell |
29,324
-122
| -0.4% | -$4.28K | 0.54% | 43 |
|
|
2024
Q1 | $1.06M | Sell |
29,446
-245
| -0.8% | -$8.78K | 0.57% | 42 |
|
|
2023
Q4 | $1.01M | Hold |
29,691
| – | – | 0.67% | 38 |
|
|
2023
Q3 | $921K | Buy |
29,691
+4,340
| +17% | +$135K | 0.71% | 37 |
|
|
2023
Q2 | $825K | Hold |
25,351
| – | – | 0.57% | 44 |
|
|
2023
Q1 | $814K | Sell |
25,351
-2,541
| -9% | -$81.6K | 0.72% | 28 |
|
|
2022
Q4 | $828K | Sell |
27,892
-3,458
| -11% | -$103K | 0.71% | 35 |
|
|
2022
Q3 | $809K | Sell |
31,350
-177
| -0.6% | -$4.57K | 0.92% | 30 |
|
|
2022
Q2 | $909K | Sell |
31,527
-182
| -0.6% | -$5.25K | 0.92% | 30 |
|
|
2022
Q1 | $1.09M | Sell |
31,709
-1,397
| -4% | -$47.9K | 1.03% | 27 |
|
|
2021
Q4 | $1.21M | Buy |
+33,106
| New | +$1.21M | 1.18% | 20 |
|