CCWM
Cassaday & Co 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 | $310K | Hold |
7,667
| – | – | 0.01% | 263 |
|
|
2025
Q1 | $279K | Hold |
7,667
| – | – | 0.01% | 267 |
|
|
2024
Q4 | $262K | Sell |
7,667
-588
| -7% | -$20.1K | 0.01% | 273 |
|
|
2024
Q3 | $310K | Sell |
8,255
-86
| -1% | -$3.23K | 0.01% | 234 |
|
|
2024
Q2 | $293K | Sell |
8,341
-1,606
| -16% | -$56.3K | 0.01% | 228 |
|
|
2024
Q1 | $357K | Buy |
9,947
+1,692
| +20% | +$60.6K | 0.01% | 204 |
|
|
2023
Q4 | $281K | Hold |
8,255
| – | – | 0.01% | 210 |
|
|
2023
Q3 | $256K | Hold |
8,255
| – | – | 0.01% | 211 |
|
|
2023
Q2 | $269K | Hold |
8,255
| – | – | 0.01% | 207 |
|
|
2023
Q1 | $265K | Hold |
8,255
| – | – | 0.01% | 215 |
|
|
2022
Q4 | $245K | Buy |
+8,255
| New | +$245K | 0.01% | 218 |
|