Exencial Wealth Advisors’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $938K | Sell |
23,163
-3,393
| -13% | -$137K | 0.03% | 289 |
|
|
2025
Q1 | $967K | Sell |
26,556
-383
| -1% | -$13.9K | 0.04% | 282 |
|
|
2024
Q4 | $919K | Buy |
26,939
+7,798
| +41% | +$266K | 0.03% | 288 |
|
|
2024
Q3 | $719K | Sell |
19,141
-615
| -3% | -$23.1K | 0.03% | 309 |
|
|
2024
Q2 | $693K | Buy |
19,756
+89
| +0.5% | +$3.12K | 0.03% | 310 |
|
|
2024
Q1 | $705K | Sell |
19,667
-180
| -0.9% | -$6.45K | 0.03% | 309 |
|
|
2023
Q4 | $675K | Buy |
+19,847
| New | +$675K | 0.03% | 299 |
|