EP Wealth Advisors’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Sell |
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|
2025
Q1 | $1.58M | Sell |
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|
2024
Q4 | $1.64M | Buy |
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|
2024
Q3 | $1.8M | Buy |
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|
2024
Q2 | $1.3M | Sell |
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|
2024
Q1 | $1.68M | Sell |
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|
2023
Q4 | $1.71M | Buy |
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|
2023
Q3 | $146K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $108K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $426K | Sell |
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|
2022
Q1 | $597K | Sell |
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|
2021
Q4 | $656K | Sell |
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|
2021
Q3 | $682K | Sell |
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|
2021
Q2 | $732K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $118K | Buy |
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