CWM
CarsonAllaria 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 | $156K | Buy |
3,862
+1,613
| +72% | +$65.3K | 0.08% | 79 |
|
|
2025
Q1 | $81.9K | Buy |
2,249
+344
| +18% | +$12.5K | 0.05% | 112 |
|
|
2024
Q4 | $65K | Buy |
1,905
+1,202
| +171% | +$41K | 0.04% | 119 |
|
|
2024
Q3 | $26.4K | Buy |
703
+16
| +2% | +$601 | 0.02% | 184 |
|
|
2024
Q2 | $24.1K | Buy |
687
+40
| +6% | +$1.4K | 0.01% | 179 |
|
|
2024
Q1 | $23.2K | Buy |
647
+240
| +59% | +$8.61K | 0.01% | 184 |
|
|
2023
Q4 | $13.9K | Buy |
407
+20
| +5% | +$682 | 0.01% | 194 |
|
|
2023
Q3 | $12K | Buy |
387
+14
| +4% | +$435 | 0.01% | 195 |
|
|
2023
Q2 | $12.2K | Buy |
373
+61
| +20% | +$1.99K | 0.01% | 207 |
|
|
2023
Q1 | $10K | Sell |
312
-38
| -11% | -$1.22K | 0.01% | 215 |
|
|
2022
Q4 | $10K | Sell |
350
-225
| -39% | -$6.43K | 0.01% | 192 |
|
|
2022
Q3 | $15K | Buy |
575
+148
| +35% | +$3.86K | 0.01% | 164 |
|
|
2022
Q2 | $12K | Buy |
427
+266
| +165% | +$7.48K | 0.01% | 176 |
|
|
2022
Q1 | $6K | Buy |
161
+4
| +3% | +$149 | 0.01% | 235 |
|
|
2021
Q4 | $6K | Buy |
+157
| New | +$6K | 0.01% | 254 |
|