Bartlett & Co 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 | $93.5K | Hold |
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|
2025
Q2 | $88.4K | Sell |
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|
2025
Q1 | $80.2K | Buy |
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|
2024
Q4 | $74.5K | Sell |
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|
2024
Q3 | $82.9K | Hold |
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|
2024
Q2 | $77.4K | Sell |
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|
2024
Q1 | $84.3K | Hold |
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|
2023
Q4 | $79.9K | Hold |
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|
2023
Q3 | $72.9K | Hold |
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|
2023
Q2 | $76.5K | Hold |
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|
2023
Q1 | $75.5K | Sell |
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|
2022
Q4 | $238K | Buy |
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|
2022
Q3 | $91.2K | Buy |
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|
2022
Q2 | $67.8K | Hold |
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|
2022
Q1 | $80.6K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $85.1K | Hold |
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|
2021
Q2 | $86.5K | Hold |
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|
2021
Q1 | $83.1K | Hold |
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|
2020
Q4 | $79.3K | Hold |
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|
2020
Q3 | $68.8K | Buy |
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