Berger Financial Group’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 | $661K | Sell |
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|
2025
Q2 | $689K | Sell |
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|
2025
Q1 | $654K | Sell |
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|
2024
Q4 | $14.2M | Buy |
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|
2024
Q3 | $13.9M | Buy |
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|
2024
Q2 | $12M | Buy |
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|
2024
Q1 | $9.76M | Buy |
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|
2023
Q4 | $7.71M | Buy |
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|
2023
Q3 | $6.55M | Buy |
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|
2023
Q2 | $6.08M | Buy |
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|
2023
Q1 | $5.38M | Buy |
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|
2022
Q4 | $2.52M | Buy |
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|
2022
Q3 | $2.15M | Buy |
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|
2022
Q2 | $2.16M | Buy |
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|
2022
Q1 | $2.38M | Buy |
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|
2021
Q4 | $2.5M | Buy |
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|
2021
Q3 | $1.85M | Buy |
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|
2021
Q2 | $1.62M | Buy |
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|
2021
Q1 | $779K | Buy |
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