CWM
Collaborative 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 | $7.67M | Buy |
189,311
+23,982
| +15% | +$971K | 3.34% | 6 |
|
|
2025
Q1 | $6.02M | Buy |
165,329
+2,023
| +1% | +$73.7K | 2.82% | 11 |
|
|
2024
Q4 | $5.57M | Buy |
163,306
+9,368
| +6% | +$320K | 2.53% | 13 |
|
|
2024
Q3 | $5.78M | Buy |
153,938
+7,817
| +5% | +$294K | 2.61% | 12 |
|
|
2024
Q2 | $5.13M | Buy |
146,121
+6,282
| +4% | +$220K | 2.51% | 12 |
|
|
2024
Q1 | $5.01M | Buy |
139,839
+8,807
| +7% | +$316K | 2.51% | 11 |
|
|
2023
Q4 | $4.46M | Buy |
131,032
+5,511
| +4% | +$187K | 2.41% | 12 |
|
|
2023
Q3 | $3.89M | Buy |
125,521
+10,581
| +9% | +$328K | 2.32% | 12 |
|
|
2023
Q2 | $3.74M | Buy |
114,940
+946
| +0.8% | +$30.8K | 2.22% | 11 |
|
|
2023
Q1 | $3.66M | Buy |
113,994
+31,094
| +38% | +$999K | 2.31% | 11 |
|
|
2022
Q4 | $2.46M | Sell |
82,900
-3,116
| -4% | -$92.5K | 1.62% | 14 |
|
|
2022
Q3 | $2.22M | Buy |
86,016
+17,466
| +25% | +$451K | 1.57% | 15 |
|
|
2022
Q2 | $1.98M | Buy |
+68,550
| New | +$1.98M | 1.3% | 18 |
|
|
2021
Q4 | $2.02M | Buy |
+55,356
| New | +$2.02M | 1.11% | 22 |
|
|
2021
Q1 | $2.08M | Buy |
+60,596
| New | +$2.08M | 1.2% | 19 |
|