FMWA
Forvis Mazars Wealth Advisors’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 | $929K | Sell |
22,935
-997
| -4% | -$40.4K | 0.02% | 215 |
|
|
2025
Q1 | $871K | Sell |
23,932
-8,594
| -26% | -$313K | 0.02% | 219 |
|
|
2024
Q4 | $1.11M | Buy |
32,526
+1,150
| +4% | +$39.3K | 0.03% | 210 |
|
|
2024
Q3 | $1.18M | Buy |
31,376
+656
| +2% | +$24.6K | 0.03% | 211 |
|
|
2024
Q2 | $1.08M | Hold |
30,720
| – | – | 0.03% | 206 |
|
|
2024
Q1 | $1.1M | Sell |
30,720
-520
| -2% | -$18.6K | 0.03% | 206 |
|
|
2023
Q4 | $1.06M | Hold |
31,240
| – | – | 0.03% | 200 |
|
|
2023
Q3 | $969K | Sell |
31,240
-2,669
| -8% | -$82.8K | 0.03% | 209 |
|
|
2023
Q2 | $1.1M | Sell |
33,909
-921
| -3% | -$30K | 0.03% | 207 |
|
|
2023
Q1 | $1.12M | Buy |
34,830
+6,472
| +23% | +$208K | 0.04% | 192 |
|
|
2022
Q4 | $842K | Sell |
28,358
-592
| -2% | -$17.6K | 0.03% | 213 |
|
|
2022
Q3 | $747K | Sell |
28,950
-1,918
| -6% | -$49.5K | 0.03% | 218 |
|
|
2022
Q2 | $890K | Buy |
30,868
+19,097
| +162% | +$551K | 0.04% | 196 |
|
|
2022
Q1 | $404K | Hold |
11,771
| – | – | 0.02% | 207 |
|
|
2021
Q4 | $429K | Sell |
11,771
-160
| -1% | -$5.83K | 0.02% | 194 |
|
|
2021
Q3 | $432K | Hold |
11,931
| – | – | 0.02% | 189 |
|
|
2021
Q2 | $439K | Hold |
11,931
| – | – | 0.02% | 182 |
|
|
2021
Q1 | $422K | Hold |
11,931
| – | – | 0.02% | 184 |
|
|
2020
Q4 | $403K | Hold |
11,931
| – | – | 0.02% | 254 |
|
|
2020
Q3 | $349K | Hold |
11,931
| – | – | 0.02% | 242 |
|
|
2020
Q2 | $330K | Sell |
11,931
-7,045
| -37% | -$195K | 0.02% | 240 |
|
|
2020
Q1 | $454K | Hold |
18,976
| – | – | 0.04% | 184 |
|
|
2019
Q4 | $595K | Hold |
18,976
| – | – | 0.04% | 171 |
|
|
2019
Q3 | $557K | Buy |
+18,976
| New | +$557K | 0.04% | 159 |
|