BW
BIP Wealth’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 | $7.76M | Sell |
191,564
-6,573
| -3% | -$266K | 0.48% | 35 |
|
|
2025
Q1 | $7.21M | Sell |
198,137
-12,445
| -6% | -$453K | 0.47% | 36 |
|
|
2024
Q4 | $7.19M | Sell |
210,582
-7,758
| -4% | -$265K | 0.48% | 35 |
|
|
2024
Q3 | $8.2M | Buy |
218,340
+20,676
| +10% | +$777K | 0.56% | 31 |
|
|
2024
Q2 | $6.93M | Sell |
197,664
-42,927
| -18% | -$1.51M | 0.57% | 29 |
|
|
2024
Q1 | $8.62M | Sell |
240,591
-16,890
| -7% | -$605K | 0.63% | 25 |
|
|
2023
Q4 | $8.76M | Buy |
257,481
+8,588
| +3% | +$292K | 0.69% | 23 |
|
|
2023
Q3 | $7.72M | Sell |
248,893
-48,438
| -16% | -$1.5M | 0.71% | 23 |
|
|
2023
Q2 | $9.68M | Sell |
297,331
-12,871
| -4% | -$419K | 0.79% | 21 |
|
|
2023
Q1 | $9.96M | Buy |
+310,202
| New | +$9.96M | 1.1% | 18 |
|