BTWM
Baker Tilly Wealth Management’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 | $677K | Sell |
16,716
-6,726
| -29% | -$272K | 0.24% | 94 |
|
|
2025
Q1 | $854K | Sell |
23,442
-1,581
| -6% | -$57.6K | 0.33% | 75 |
|
|
2024
Q4 | $854K | Sell |
25,023
-829
| -3% | -$28.3K | 0.33% | 68 |
|
|
2024
Q3 | $971K | Buy |
25,852
+912
| +4% | +$34.3K | 0.43% | 58 |
|
|
2024
Q2 | $875K | Sell |
24,940
-3,457
| -12% | -$121K | 0.36% | 65 |
|
|
2024
Q1 | $1.02M | Sell |
28,397
-17,204
| -38% | -$617K | 0.18% | 119 |
|
|
2023
Q4 | $1.55M | Buy |
45,601
+18,306
| +67% | +$623K | 0.25% | 89 |
|
|
2023
Q3 | $846K | Sell |
27,295
-9,953
| -27% | -$309K | 0.14% | 151 |
|
|
2023
Q2 | $1.21M | Buy |
37,248
+3,294
| +10% | +$107K | 0.13% | 175 |
|
|
2023
Q1 | $1.09M | Buy |
33,954
+9,179
| +37% | +$295K | 0.12% | 184 |
|
|
2022
Q4 | $736K | Sell |
24,775
-30,330
| -55% | -$900K | 0.09% | 244 |
|
|
2022
Q3 | $1.42M | Buy |
55,105
+36,133
| +190% | +$932K | 0.19% | 112 |
|
|
2022
Q2 | $547K | Buy |
18,972
+3,780
| +25% | +$109K | 0.07% | 278 |
|
|
2022
Q1 | $521K | Sell |
15,192
-18,289
| -55% | -$627K | 0.06% | 336 |
|
|
2021
Q4 | $1.22M | Buy |
33,481
+23,891
| +249% | +$871K | 0.13% | 162 |
|
|
2021
Q3 | $347K | Buy |
9,590
+1,377
| +17% | +$49.8K | 0.05% | 392 |
|
|
2021
Q2 | $302K | Buy |
8,213
+616
| +8% | +$22.7K | 0.05% | 397 |
|
|
2021
Q1 | $269K | Buy |
+7,597
| New | +$269K | 0.06% | 386 |
|