FWM
FSA Wealth Management’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 | $278K | Sell |
6,855
-164
| -2% | -$6.64K | 0.11% | 42 |
|
|
2025
Q1 | $256K | Sell |
7,019
-3
| -0% | -$109 | 0.11% | 46 |
|
|
2024
Q4 | $240K | Buy |
7,022
+508
| +8% | +$17.3K | 0.1% | 45 |
|
|
2024
Q3 | $245K | Buy |
+6,514
| New | +$245K | 0.1% | 48 |
|
|
2024
Q1 | $215K | Buy |
6,003
+18
| +0.3% | +$645 | 0.09% | 48 |
|
|
2023
Q4 | $204K | Buy |
+5,985
| New | +$204K | 0.1% | 46 |
|
|
2023
Q3 | – | Sell |
-6,756
| Closed | -$220K | – | 51 |
|
|
2023
Q2 | $220K | Sell |
6,756
-1,471
| -18% | -$47.9K | 0.12% | 40 |
|
|
2023
Q1 | $264K | Buy |
8,227
+86
| +1% | +$2.76K | 0.15% | 30 |
|
|
2022
Q4 | $242K | Buy |
8,141
+280
| +4% | +$8.31K | 0.14% | 38 |
|
|
2022
Q3 | $203K | Buy |
+7,861
| New | +$203K | 0.14% | 43 |
|
|
2022
Q2 | – | Sell |
-6,998
| Closed | -$255K | – | 46 |
|
|
2022
Q1 | $255K | Hold |
6,998
| – | – | 0.15% | 38 |
|
|
2021
Q4 | $255K | Buy |
6,998
+137
| +2% | +$4.99K | 0.15% | 38 |
|
|
2021
Q3 | $248K | Sell |
6,861
-296
| -4% | -$10.7K | 0.15% | 40 |
|
|
2021
Q2 | $263K | Sell |
7,157
-2,235
| -24% | -$82.1K | 0.17% | 37 |
|
|
2021
Q1 | $332K | Sell |
9,392
-705
| -7% | -$24.9K | 0.22% | 31 |
|
|
2020
Q4 | $341K | Sell |
10,097
-528
| -5% | -$17.8K | 0.17% | 36 |
|
|
2020
Q3 | $311K | Sell |
10,625
-826
| -7% | -$24.2K | 0.2% | 35 |
|
|
2020
Q2 | $316K | Buy |
11,451
+773
| +7% | +$21.3K | 0.22% | 31 |
|
|
2020
Q1 | $256K | Sell |
10,678
-54
| -0.5% | -$1.3K | 0.21% | 35 |
|
|
2019
Q4 | $336K | Buy |
+10,732
| New | +$336K | 0.24% | 34 |
|