BSWM
Boston Standard Wealth Management’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 | $40.7M | Buy |
1,006,361
+64,981
| +7% | +$2.63M | 7.34% | 3 |
|
|
2025
Q1 | $33M | Sell |
941,380
-56,764
| -6% | -$1.99M | 7.26% | 3 |
|
|
2024
Q4 | $34.1M | Buy |
998,144
+31,688
| +3% | +$1.08M | 6.62% | 4 |
|
|
2024
Q3 | $36.3M | Buy |
966,456
+25,076
| +3% | +$942K | 7.07% | 3 |
|
|
2024
Q2 | $33M | Buy |
941,380
+5,625
| +0.6% | +$197K | 7.26% | 3 |
|
|
2024
Q1 | $33.5M | Buy |
935,755
+21,030
| +2% | +$754K | 7.59% | 3 |
|
|
2023
Q4 | $28.4M | Hold |
914,725
| – | – | 7.49% | 3 |
|
|
2023
Q3 | $28.4M | Sell |
914,725
-9,473
| -1% | -$294K | 7.49% | 3 |
|
|
2023
Q2 | $30.1M | Buy |
924,198
+24,718
| +3% | +$804K | 7.69% | 3 |
|
|
2023
Q1 | $28.9M | Sell |
899,480
-44,740
| -5% | -$1.44M | 8.29% | 3 |
|
|
2022
Q4 | $28M | Buy |
944,220
+33,514
| +4% | +$995K | 8.32% | 3 |
|
|
2022
Q3 | $23.5M | Buy |
910,706
+43,492
| +5% | +$1.12M | 7.89% | 3 |
|
|
2022
Q2 | $25.1M | Buy |
867,214
+30,048
| +4% | +$868K | 8.06% | 3 |
|
|
2022
Q1 | $28.7M | Buy |
837,166
+32,156
| +4% | +$1.1M | 8.23% | 3 |
|
|
2021
Q4 | $29.4M | Buy |
805,010
+34,990
| +5% | +$1.28M | 8.19% | 3 |
|
|
2021
Q3 | $27.9M | Buy |
770,020
+13,517
| +2% | +$489K | 8.33% | 3 |
|
|
2021
Q2 | $27.8M | Buy |
756,503
+5,307
| +0.7% | +$195K | 8.42% | 3 |
|
|
2021
Q1 | $26.6M | Buy |
751,196
+11,803
| +2% | +$419K | 8.67% | 3 |
|
|
2020
Q4 | $25M | Buy |
739,393
+19,095
| +3% | +$644K | 9.29% | 4 |
|
|
2020
Q3 | $21.1M | Buy |
720,298
+9,809
| +1% | +$287K | 8.88% | 4 |
|
|
2020
Q2 | $19.6M | Buy |
710,489
+33,370
| +5% | +$922K | 8.87% | 3 |
|
|
2020
Q1 | $15.5M | Sell |
677,119
-11,420
| -2% | -$261K | 8.42% | 4 |
|
|
2019
Q4 | $21.6M | Sell |
688,539
-3,306
| -0.5% | -$104K | 9.64% | 3 |
|
|
2019
Q3 | $20.3M | Buy |
691,845
+13,063
| +2% | +$384K | 9.79% | 3 |
|
|
2019
Q2 | $20.2M | Buy |
678,782
+24,019
| +4% | +$716K | 9.9% | 3 |
|
|
2019
Q1 | $19.4M | Buy |
654,763
+21,636
| +3% | +$641K | 10.09% | 3 |
|
|
2018
Q4 | $16.7M | Buy |
633,127
+42,776
| +7% | +$1.13M | 9.96% | 3 |
|
|
2018
Q3 | $18.1M | Buy |
+590,351
| New | +$18.1M | 9.84% | 3 |
|
|
2018
Q1 | $15.6M | Buy |
497,800
+19,699
| +4% | +$619K | 9.79% | 4 |
|
|
2017
Q4 | $15.2M | Buy |
+478,101
| New | +$15.2M | 9.64% | 4 |
|