EWM
Evermay 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 | $108K | Hold |
2,663
| – | – | 0.01% | 259 |
|
|
2025
Q1 | $97K | Hold |
2,663
| – | – | 0.01% | 263 |
|
|
2024
Q4 | $90.9K | Hold |
2,663
| – | – | 0.01% | 262 |
|
|
2024
Q3 | $100K | Hold |
2,663
| – | – | 0.02% | 268 |
|
|
2024
Q2 | $93.4K | Hold |
2,663
| – | – | 0.02% | 275 |
|
|
2024
Q1 | $95.4K | Hold |
2,663
| – | – | 0.01% | 281 |
|
|
2023
Q4 | $90.6K | Hold |
2,663
| – | – | 0.02% | 267 |
|
|
2023
Q3 | $82.6K | Sell |
2,663
-2,700
| -50% | -$83.7K | 0.02% | 254 |
|
|
2023
Q2 | $175K | Hold |
5,363
| – | – | 0.03% | 188 |
|
|
2023
Q1 | $172K | Hold |
5,363
| – | – | 0.03% | 188 |
|
|
2022
Q4 | $159K | Hold |
5,363
| – | – | 0.03% | 184 |
|
|
2022
Q3 | $138K | Hold |
5,363
| – | – | 0.03% | 192 |
|
|
2022
Q2 | $155K | Hold |
5,363
| – | – | 0.03% | 183 |
|
|
2022
Q1 | $184K | Buy |
+5,363
| New | +$184K | 0.03% | 198 |
|