CFP
Cypress Financial Planning’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 | $361K | Sell |
8,911
-9,625
| -52% | -$390K | 0.12% | 59 |
|
|
2025
Q1 | $674K | Buy |
18,536
+9,077
| +96% | +$330K | 0.24% | 34 |
|
|
2024
Q4 | $323K | Sell |
9,459
-178
| -2% | -$6.08K | 0.12% | 58 |
|
|
2024
Q3 | $362K | Buy |
9,637
+20
| +0.2% | +$751 | 0.13% | 53 |
|
|
2024
Q2 | $337K | Buy |
9,617
+2,501
| +35% | +$87.7K | 0.14% | 52 |
|
|
2024
Q1 | $255K | Buy |
+7,116
| New | +$255K | 0.12% | 59 |
|