Boston Standard Wealth Management’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $47.2M | Sell |
946,137
-13,633
| -1% | -$676K | 6.85% | 2 |
|
|
2026
Q1 | $44.5M | Sell |
959,770
-31,822
| -3% | -$1.49M | 7.29% | 3 |
|
|
2025
Q4 | $44M | Buy |
991,592
+11,044
| +1% | +$483K | 7.27% | 3 |
|
|
2025
Q3 | $42M | Sell |
980,548
-25,813
| -3% | -$1.07M | 7.06% | 3 |
|
|
2025
Q2 | $40.7M | Buy |
1,006,361
+64,981
| +7% | +$2.49M | 7.34% | 3 |
|
|
2025
Q1 | $33M | Sell |
941,380
-56,764
| -6% | -$2.05M | 7.26% | 3 |
|
|
2024
Q4 | $34.1M | Buy |
998,144
+31,688
| +3% | +$1.13M | 6.62% | 4 |
|
|
2024
Q3 | $36.3M | Buy |
966,456
+25,076
| +3% | +$905K | 7.07% | 3 |
|
|
2024
Q2 | $33M | Buy |
941,380
+5,625
| +0.6% | +$200K | 7.26% | 3 |
|
|
2024
Q1 | $33.5M | Buy |
935,755
+21,030
| +2% | +$722K | 7.59% | 3 |
|
|
2023
Q4 | $28.4M | Hold |
914,725
| – | – | 7.49% | 3 |
|
|
2023
Q3 | $28.4M | Sell |
914,725
-9,473
| -1% | -$306K | 7.49% | 3 |
|
|
2023
Q2 | $30.1M | Buy |
924,198
+24,718
| +3% | +$807K | 7.69% | 3 |
|
|
2023
Q1 | $28.9M | Sell |
899,480
-44,740
| -5% | -$1.41M | 8.29% | 3 |
|
|
2022
Q4 | $28M | Buy |
944,220
+33,514
| +4% | +$962K | 8.32% | 3 |
|
|
2022
Q3 | $23.5M | Buy |
910,706
+43,492
| +5% | +$1.25M | 7.89% | 3 |
|
|
2022
Q2 | $25.1M | Buy |
867,214
+30,048
| +4% | +$951K | 8.06% | 3 |
|
|
2022
Q1 | $28.7M | Buy |
837,166
+32,156
| +4% | +$1.12M | 8.23% | 3 |
|
|
2021
Q4 | $29.4M | Buy |
805,010
+34,990
| +5% | +$1.29M | 8.19% | 3 |
|
|
2021
Q3 | $27.9M | Buy |
770,020
+13,517
| +2% | +$502K | 8.33% | 3 |
|
|
2021
Q2 | $27.8M | Buy |
756,503
+5,307
| +0.7% | +$197K | 8.42% | 3 |
|
|
2021
Q1 | $26.6M | Buy |
751,196
+11,803
| +2% | +$414K | 8.67% | 3 |
|
|
2020
Q4 | $25M | Buy |
739,393
+19,095
| +3% | +$602K | 9.29% | 4 |
|
|
2020
Q3 | $21.1M | Buy |
720,298
+9,809
| +1% | +$286K | 8.88% | 4 |
|
|
2020
Q2 | $19.6M | Buy |
710,489
+33,370
| +5% | +$873K | 8.87% | 3 |
|
|
2020
Q1 | $15.5M | Sell |
677,119
-11,420
| -2% | -$327K | 8.42% | 4 |
|
|
2019
Q4 | $21.6M | Sell |
688,539
-3,306
| -0.5% | -$101K | 9.64% | 3 |
|
|
2019
Q3 | $20.3M | Buy |
691,845
+13,063
| +2% | +$379K | 9.79% | 3 |
|
|
2019
Q2 | $20.2M | Buy |
678,782
+24,019
| +4% | +$707K | 9.9% | 3 |
|
|
2019
Q1 | $19.4M | Buy |
654,763
+21,636
| +3% | +$616K | 10.09% | 3 |
|
|
2018
Q4 | $16.7M | Buy |
633,127
+42,776
| +7% | +$1.21M | 9.96% | 3 |
|
|
2018
Q3 | $18.1M | Buy |
+590,351
| New | +$18M | 9.84% | 3 |
|
|
2018
Q1 | $15.6M | Buy |
497,800
+19,699
| +4% | +$632K | 9.79% | 4 |
|
|
2017
Q4 | $15.2M | Buy |
+478,101
| New | +$14.9M | 9.64% | 4 |
|
Other funds holding SPDW
AOI
GI
CIM
WAP
CA
KW
SWM
FHC
PA