EWM
Empirical 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 | $863K | Buy |
21,309
+19
| +0.1% | +$769 | 0.02% | 327 |
|
|
2025
Q1 | $775K | Buy |
21,290
+9,029
| +74% | +$329K | 0.02% | 330 |
|
|
2024
Q4 | $418K | Buy |
12,261
+1,257
| +11% | +$42.9K | 0.01% | 423 |
|
|
2024
Q3 | $413K | Buy |
11,004
+108
| +1% | +$4.06K | 0.01% | 400 |
|
|
2024
Q2 | $382K | Hold |
10,896
| – | – | 0.01% | 404 |
|
|
2024
Q1 | $391K | Sell |
10,896
-1,612
| -13% | -$57.8K | 0.01% | 381 |
|
|
2023
Q4 | $425K | Buy |
12,508
+4,286
| +52% | +$146K | 0.01% | 344 |
|
|
2023
Q3 | $255K | Sell |
8,222
-4,299
| -34% | -$133K | 0.01% | 401 |
|
|
2023
Q2 | $407K | Buy |
+12,521
| New | +$407K | 0.02% | 338 |
|