Congress Wealth Management’s State Street 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 Q2	$7.17M	Sell	177,017 -3,115	-2%	-$119K	0.07%	314
2025 Q1	$6.56M	Sell	180,132 -8,948	-5%	-$323K	0.08%	280
2024 Q4	$6.45M	Buy	189,080 +5,327	+3%	+$191K	0.09%	254
2024 Q3	$6.9M	Buy	183,753 +9,273	+5%	+$335K	0.09%	255
2024 Q2	$6.12M	Sell	174,480 -11,981	-6%	-$426K	0.1%	225
2024 Q1	$6.68M	Sell	186,461 -5,692	-3%	-$196K	0.12%	200
2023 Q4	$6.54M	Sell	192,153 -658	-0.3%	-$20.9K	0.12%	197
2023 Q3	$5.98M	Sell	192,811 -12,594	-6%	-$407K	0.12%	193
2023 Q2	$6.68M	Sell	205,405 -2,431	-1%	-$79.3K	0.16%	163
2023 Q1	$6.68M	Buy	207,836 +1,034	+0.5%	+$32.6K	0.16%	158
2022 Q4	$6.14M	Sell	206,802 -3,160	-2%	-$90.7K	0.16%	168
2022 Q3	$5.42M	Buy	209,962 +23,209	+12%	+$669K	0.15%	176
2022 Q2	$5.39M	Sell	186,753 -4,302	-2%	-$136K	0.14%	176
2022 Q1	$6.55M	Sell	191,055 -89,612	-32%	-$3.11M	0.14%	179
2021 Q4	$10.2M	Buy	+280,667	New	+$10.3M	0.2%	145