Evensky & Katz’s State Street 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
2024 Q4	–	Sell	-183	Closed	-$7K	–	82
2024 Q3	$7K	Sell	183 -12	-6%	-$433	﹤0.01%	82
2024 Q2	$7K	Buy	195 +5	+3%	+$178	﹤0.01%	83
2024 Q1	$7K	Hold	190	–	–	﹤0.01%	85
2023 Q4	$6K	Hold	190	–	–	﹤0.01%	84
2023 Q3	$6K	Hold	190	–	–	﹤0.01%	84
2023 Q2	$6K	Hold	190	–	–	﹤0.01%	85
2023 Q1	$6K	Sell	190 -64	-25%	-$2.02K	﹤0.01%	84
2022 Q4	$8K	Sell	254 -288	-53%	-$8.27K	﹤0.01%	84
2022 Q3	$14K	Sell	542 -6,921	-93%	-$200K	﹤0.01%	80
2022 Q2	$215K	Sell	7,463 -217	-3%	-$6.87K	0.02%	62
2022 Q1	$263K	Sell	7,680 -109	-1%	-$3.78K	0.03%	56
2021 Q4	$284K	Buy	7,789 +48	+0.6%	+$1.76K	0.03%	57
2021 Q3	$280K	Sell	7,741 -1,492	-16%	-$55.4K	0.03%	51
2021 Q2	$340K	Buy	9,233 +420	+5%	+$15.6K	0.03%	52
2021 Q1	$312K	Sell	8,813 -4,246	-33%	-$149K	0.03%	52
2020 Q4	$441K	Sell	13,059 -94	-0.7%	-$2.96K	0.05%	48
2020 Q3	$385K	Sell	13,153 -469	-3%	-$13.7K	0.05%	52
2020 Q2	$376K	Sell	13,622 -5,325	-28%	-$139K	0.05%	54
2020 Q1	$454K	Buy	18,947 +3,433	+22%	+$98.2K	0.07%	56
2019 Q4	$486K	Sell	15,514 -35,240	-69%	-$1.07M	0.07%	51
2019 Q3	$1.49M	Buy	50,754 +3,357	+7%	+$97.4K	0.2%	43
2019 Q2	$1.4M	Buy	47,397 +2,817	+6%	+$83K	0.19%	43
2019 Q1	$1.3M	Buy	44,580 +883	+2%	+$25.2K	0.18%	43
2018 Q4	$1.16M	Buy	43,697 +36,808	+534%	+$1.04M	0.19%	37
2018 Q3	$211K	Buy	6,889 +2,440	+55%	+$74.5K	0.03%	45
2018 Q2	$135K	Buy	4,449 +248	+6%	+$7.84K	0.02%	45
2018 Q1	$132K	Buy	+4,201	New	+$135K	0.02%	43