Bartlett & Co Wealth Management’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.4K | Sell |
2,184
-19
| -0.9% | -$769 | ﹤0.01% | 569 |
|
|
2025
Q1 | $80.2K | Buy |
2,203
+19
| +0.9% | +$692 | ﹤0.01% | 578 |
|
|
2024
Q4 | $74.5K | Sell |
2,184
-23
| -1% | -$785 | ﹤0.01% | 576 |
|
|
2024
Q3 | $82.9K | Hold |
2,207
| – | – | ﹤0.01% | 569 |
|
|
2024
Q2 | $77.4K | Sell |
2,207
-144
| -6% | -$5.05K | ﹤0.01% | 587 |
|
|
2024
Q1 | $84.3K | Hold |
2,351
| – | – | ﹤0.01% | 585 |
|
|
2023
Q4 | $79.9K | Hold |
2,351
| – | – | ﹤0.01% | 610 |
|
|
2023
Q3 | $72.9K | Hold |
2,351
| – | – | ﹤0.01% | 585 |
|
|
2023
Q2 | $76.5K | Hold |
2,351
| – | – | ﹤0.01% | 584 |
|
|
2023
Q1 | $75.5K | Sell |
2,351
-5,673
| -71% | -$182K | ﹤0.01% | 503 |
|
|
2022
Q4 | $238K | Buy |
8,024
+4,490
| +127% | +$133K | ﹤0.01% | 360 |
|
|
2022
Q3 | $91.2K | Buy |
3,534
+1,183
| +50% | +$30.5K | ﹤0.01% | 469 |
|
|
2022
Q2 | $67.8K | Hold |
2,351
| – | – | ﹤0.01% | 525 |
|
|
2022
Q1 | $80.6K | Buy |
+2,351
| New | +$80.6K | ﹤0.01% | 514 |
|
|
2021
Q4 | – | Sell |
-2,351
| Closed | -$85.1K | – | 808 |
|
|
2021
Q3 | $85.1K | Hold |
2,351
| – | – | ﹤0.01% | 442 |
|
|
2021
Q2 | $86.5K | Hold |
2,351
| – | – | ﹤0.01% | 434 |
|
|
2021
Q1 | $83.1K | Hold |
2,351
| – | – | ﹤0.01% | 456 |
|
|
2020
Q4 | $79.3K | Hold |
2,351
| – | – | ﹤0.01% | 456 |
|
|
2020
Q3 | $68.8K | Buy |
+2,351
| New | +$68.8K | ﹤0.01% | 445 |
|