AssuredPartners Investment Advisors’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$221K Sell
5,447
-2,032
-27% -$82.3K 0.05% 223
2025
Q1
$272K Sell
7,479
-649
-8% -$23.6K 0.05% 279
2024
Q4
$277K Buy
+8,128
New +$277K 0.05% 283