Financial Advocates Investment Management’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 | $2.43M | Sell |
60,074
-75,291
| -56% | -$3.05M | 0.2% | 112 |
|
|
2025
Q1 | $4.93M | Buy |
135,365
+92,492
| +216% | +$3.37M | 0.35% | 61 |
|
|
2024
Q4 | $1.46M | Buy |
42,873
+3,615
| +9% | +$123K | 0.08% | 222 |
|
|
2024
Q3 | $1.5M | Buy |
39,258
+2,927
| +8% | +$112K | 0.08% | 223 |
|
|
2024
Q2 | $1.27M | Sell |
36,331
-14
| -0% | -$491 | 0.08% | 235 |
|
|
2024
Q1 | $1.3M | Sell |
36,345
-3,128
| -8% | -$112K | 0.08% | 255 |
|
|
2023
Q4 | $1.34M | Buy |
39,473
+6,702
| +20% | +$228K | 0.09% | 229 |
|
|
2023
Q3 | $1.05M | Buy |
32,771
+6,684
| +26% | +$214K | 0.08% | 257 |
|
|
2023
Q2 | $849K | Buy |
26,087
+11,281
| +76% | +$367K | 0.06% | 296 |
|
|
2023
Q1 | $476K | Buy |
14,806
+5,738
| +63% | +$184K | 0.03% | 435 |
|
|
2022
Q4 | $269K | Buy |
+9,068
| New | +$269K | 0.02% | 584 |
|
|
2022
Q1 | – | Sell |
-11,408
| Closed | -$416K | – | 800 |
|
|
2021
Q4 | $416K | Buy |
+11,408
| New | +$416K | 0.03% | 528 |
|
|
2019
Q3 | – | Sell |
-75,764
| Closed | -$2.24M | – | 499 |
|
|
2019
Q2 | $2.24M | Buy |
75,764
+2,025
| +3% | +$59.9K | 0.26% | 101 |
|
|
2019
Q1 | $2.15M | Buy |
73,739
+6,005
| +9% | +$175K | 0.27% | 103 |
|
|
2018
Q4 | $1.79M | Buy |
67,734
+11,273
| +20% | +$298K | 0.24% | 110 |
|
|
2018
Q3 | $1.74M | Buy |
56,461
+6,667
| +13% | +$205K | 0.19% | 123 |
|
|
2018
Q2 | $1.5M | Buy |
49,794
+14,084
| +39% | +$424K | 0.18% | 126 |
|
|
2018
Q1 | $1.12M | Buy |
+35,710
| New | +$1.12M | 0.15% | 146 |
|