Carson Wealth (CWM LLC)’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 | $626M | Buy |
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|
2025
Q2 | $574M | Buy |
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|
2025
Q1 | $472M | Buy |
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|
2024
Q4 | $428M | Buy |
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|
2024
Q3 | $429M | Buy |
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|
2024
Q2 | $369M | Buy |
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|
2024
Q1 | $355M | Buy |
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|
2023
Q4 | $307M | Buy |
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|
2023
Q3 | $221M | Buy |
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|
2023
Q2 | $188M | Buy |
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|
2023
Q1 | $114M | Buy |
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|
2022
Q4 | $48.4M | Buy |
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|
2022
Q3 | $20.3M | Buy |
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|
2022
Q2 | $19.8M | Buy |
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|
2022
Q1 | $17.2M | Buy |
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|
2021
Q4 | $17.3M | Buy |
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|
2021
Q2 | $19.5M | Hold |
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|
2021
Q1 | $19.5M | Hold |
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|
2020
Q4 | $19.5M | Hold |
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|
2020
Q3 | $19.5M | Hold |
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|
2020
Q2 | $19.5M | Hold |
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|
2020
Q1 | $19.5M | Hold |
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|
2019
Q4 | $19.5M | Hold |
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|
2019
Q3 | $19.5M | Hold |
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|
2019
Q2 | $19.5M | Hold |
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|
2019
Q1 | $19.5M | Buy |
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|
2018
Q4 | $2.97M | Buy |
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|
2018
Q3 | $997K | Buy |
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|
2018
Q2 | $370K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $131K | Buy |
|