Cornerstone Financial Group’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	$5.98M	Buy	147,664 +3,138	+2%	+$127K	5.08%	3
2025 Q1	$5.58M	Buy	144,526 +31,150	+27%	+$1.2M	5.02%	3
2024 Q4	$3.87M	Buy	+113,376	New	+$3.87M	3.81%	9