Baker Tilly Wealth Management’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $797K | Buy |
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|
2025
Q2 | $677K | Sell |
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|
2025
Q1 | $854K | Sell |
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|
2024
Q4 | $854K | Sell |
|
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|
2024
Q3 | $971K | Buy |
|
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|
2024
Q2 | $875K | Sell |
|
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|
2024
Q1 | $1.02M | Sell |
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|
2023
Q4 | $1.55M | Buy |
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|
2023
Q3 | $846K | Sell |
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|
2023
Q2 | $1.21M | Buy |
|
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|
2023
Q1 | $1.09M | Buy |
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|
2022
Q4 | $736K | Sell |
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|
2022
Q3 | $1.42M | Buy |
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|
2022
Q2 | $547K | Buy |
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|
2022
Q1 | $521K | Sell |
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|
2021
Q4 | $1.22M | Buy |
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|
2021
Q3 | $347K | Buy |
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|
2021
Q2 | $302K | Buy |
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|
2021
Q1 | $269K | Buy |
|