Financial Advisory Partners’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 | $5.79M | Buy |
143,105
+3,960
| +3% | +$160K | 1.82% | 14 |
|
|
2025
Q1 | $5.07M | Buy |
139,145
+126,821
| +1,029% | +$4.62M | 1.7% | 14 |
|
|
2024
Q4 | $421K | Buy |
12,324
+489
| +4% | +$16.7K | 0.14% | 59 |
|
|
2024
Q3 | $445K | Buy |
11,835
+521
| +5% | +$19.6K | 0.15% | 59 |
|
|
2024
Q2 | $397K | Sell |
11,314
-60
| -0.5% | -$2.11K | 0.15% | 56 |
|
|
2024
Q1 | $408K | Buy |
11,374
+695
| +7% | +$24.9K | 0.16% | 56 |
|
|
2023
Q4 | $363K | Buy |
10,679
+480
| +5% | +$16.3K | 0.13% | 57 |
|
|
2023
Q3 | $316K | Buy |
10,199
+866
| +9% | +$26.9K | 0.13% | 59 |
|
|
2023
Q2 | $304K | Buy |
9,333
+714
| +8% | +$23.2K | 0.12% | 60 |
|
|
2023
Q1 | $277K | Buy |
8,619
+444
| +5% | +$14.3K | 0.11% | 61 |
|
|
2022
Q4 | $243K | Buy |
8,175
+198
| +2% | +$5.88K | 0.1% | 65 |
|
|
2022
Q3 | $206K | Buy |
+7,977
| New | +$206K | 0.09% | 66 |
|