Congress Wealth Management’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.17M | Sell |
177,017
-3,115
| -2% | -$126K | 0.07% | 314 |
|
|
2025
Q1 | $6.56M | Sell |
180,132
-8,948
| -5% | -$326K | 0.08% | 280 |
|
|
2024
Q4 | $6.45M | Buy |
189,080
+5,327
| +3% | +$182K | 0.09% | 254 |
|
|
2024
Q3 | $6.9M | Buy |
183,753
+9,273
| +5% | +$348K | 0.09% | 255 |
|
|
2024
Q2 | $6.12M | Sell |
174,480
-11,981
| -6% | -$420K | 0.1% | 225 |
|
|
2024
Q1 | $6.68M | Sell |
186,461
-5,692
| -3% | -$204K | 0.12% | 200 |
|
|
2023
Q4 | $6.54M | Sell |
192,153
-658
| -0.3% | -$22.4K | 0.12% | 197 |
|
|
2023
Q3 | $5.98M | Sell |
192,811
-12,594
| -6% | -$391K | 0.12% | 193 |
|
|
2023
Q2 | $6.68M | Sell |
205,405
-2,431
| -1% | -$79.1K | 0.16% | 163 |
|
|
2023
Q1 | $6.68M | Buy |
207,836
+1,034
| +0.5% | +$33.2K | 0.16% | 158 |
|
|
2022
Q4 | $6.14M | Sell |
206,802
-3,160
| -2% | -$93.8K | 0.16% | 168 |
|
|
2022
Q3 | $5.42M | Buy |
209,962
+23,209
| +12% | +$599K | 0.15% | 176 |
|
|
2022
Q2 | $5.39M | Sell |
186,753
-4,302
| -2% | -$124K | 0.14% | 176 |
|
|
2022
Q1 | $6.55M | Sell |
191,055
-89,612
| -32% | -$3.07M | 0.14% | 179 |
|
|
2021
Q4 | $10.2M | Buy |
+280,667
| New | +$10.2M | 0.2% | 144 |
|