Financial Strategies Group’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 | $336K | Hold |
8,327
| – | – | 0.07% | 79 |
|
|
2025
Q1 | $300K | Sell |
8,327
-1,418
| -15% | -$51K | 0.07% | 82 |
|
|
2024
Q4 | $331K | Buy |
9,745
+668
| +7% | +$22.7K | 0.08% | 80 |
|
|
2024
Q3 | $337K | Sell |
9,077
-126
| -1% | -$4.68K | 0.08% | 78 |
|
|
2024
Q2 | $328K | Buy |
9,203
+121
| +1% | +$4.31K | 0.08% | 70 |
|
|
2024
Q1 | $324K | Sell |
9,082
-105
| -1% | -$3.75K | 0.09% | 61 |
|
|
2023
Q4 | $308K | Buy |
9,187
+280
| +3% | +$9.37K | 0.09% | 65 |
|
|
2023
Q3 | $276K | Sell |
8,907
-1,566
| -15% | -$48.5K | 0.09% | 70 |
|
|
2023
Q2 | $341K | Sell |
10,473
-3,285
| -24% | -$107K | 0.11% | 59 |
|
|
2023
Q1 | $442K | Sell |
13,758
-809,382
| -98% | -$26M | 0.17% | 54 |
|
|
2022
Q4 | $24.4M | Sell |
823,140
-54,334
| -6% | -$1.61M | 10.15% | 2 |
|
|
2022
Q3 | $22.6M | Buy |
877,474
+15,398
| +2% | +$397K | 10.26% | 2 |
|
|
2022
Q2 | $24.9M | Buy |
862,076
+73,575
| +9% | +$2.12M | 10.42% | 2 |
|
|
2022
Q1 | $27M | Buy |
788,501
+69,328
| +10% | +$2.38M | 10.77% | 2 |
|
|
2021
Q4 | $26.2M | Buy |
719,173
+43,057
| +6% | +$1.57M | 10.7% | 2 |
|
|
2021
Q3 | $24.5M | Buy |
676,116
+43,081
| +7% | +$1.56M | 10.94% | 2 |
|
|
2021
Q2 | $23.3M | Buy |
633,035
+49,933
| +9% | +$1.84M | 10.77% | 2 |
|
|
2021
Q1 | $20.6M | Buy |
583,102
+16,304
| +3% | +$576K | 10.68% | 2 |
|
|
2020
Q4 | $19.1M | Buy |
566,798
+45,864
| +9% | +$1.55M | 10.67% | 2 |
|
|
2020
Q3 | $15.2M | Sell |
520,934
-18,398
| -3% | -$538K | 10.27% | 3 |
|
|
2020
Q2 | $14.9M | Buy |
539,332
+46,068
| +9% | +$1.27M | 11.09% | 3 |
|
|
2020
Q1 | $11.8M | Buy |
493,264
+59,812
| +14% | +$1.43M | 10.7% | 3 |
|
|
2019
Q4 | $13.6M | Buy |
+433,452
| New | +$13.6M | 10.95% | 3 |
|