Forza Wealth 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 | $305K | Hold |
7,545
| – | – | 0.13% | 154 |
|
|
2025
Q1 | $275K | Hold |
7,545
| – | – | 0.12% | 156 |
|
|
2024
Q4 | $258K | Hold |
7,545
| – | – | 0.12% | 161 |
|
|
2024
Q3 | $283K | Hold |
7,545
| – | – | 0.13% | 154 |
|
|
2024
Q2 | $265K | Hold |
7,545
| – | – | 0.14% | 150 |
|
|
2024
Q1 | $270K | Hold |
7,545
| – | – | 0.14% | 148 |
|
|
2023
Q4 | $257K | Hold |
7,545
| – | – | 0.14% | 147 |
|
|
2023
Q3 | $234K | Buy |
7,545
+300
| +4% | +$9.3K | 0.12% | 167 |
|
|
2023
Q2 | $236K | Buy |
7,245
+900
| +14% | +$29.3K | 0.12% | 167 |
|
|
2023
Q1 | $204K | Sell |
6,345
-400
| -6% | -$12.8K | 0.1% | 174 |
|
|
2022
Q4 | $200K | Buy |
+6,745
| New | +$200K | 0.13% | 140 |
|