DWM
Diversify 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 | $30.7M | Buy |
738,789
+52,025
| +8% | +$2.16M | 1.9% | 6 |
|
2025
Q1 | $26M | Buy |
686,764
+112,993
| +20% | +$4.28M | 1.93% | 5 |
|
2024
Q4 | $19.5M | Buy |
573,771
+174,113
| +44% | +$5.91M | 1.52% | 8 |
|
2024
Q3 | $14.4M | Buy |
399,658
+52,962
| +15% | +$1.9M | 1.38% | 11 |
|
2024
Q2 | $11.7M | Buy |
+346,696
| New | +$11.7M | 1.45% | 10 |
|