Geneos Wealth Management’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.3M | Sell |
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|
2025
Q1 | $50.1M | Buy |
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|
2024
Q4 | $20.3M | Buy |
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|
2024
Q3 | $20.8M | Buy |
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|
2024
Q2 | $18.5M | Buy |
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|
2024
Q1 | $18.1M | Buy |
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|
2023
Q4 | $16.5M | Buy |
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|
2023
Q3 | $14.5M | Buy |
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|
2023
Q2 | $14.2M | Buy |
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|
2023
Q1 | $12.5M | Buy |
|
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|
2022
Q4 | $9.64M | Buy |
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|
2022
Q3 | $7.5M | Buy |
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|
2022
Q2 | $7.92M | Buy |
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|
2022
Q1 | $7.84M | Buy |
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|
2021
Q4 | $6.41M | Buy |
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|
2021
Q3 | $4.97M | Buy |
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|
2021
Q2 | $4.47M | Sell |
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|
2021
Q1 | $28M | Buy |
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|
2020
Q4 | $3.63M | Buy |
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|
2020
Q3 | $1.8M | Buy |
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|
2020
Q2 | $1.61M | Buy |
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|
2020
Q1 | $959K | Buy |
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|
2019
Q4 | $1.15M | Buy |
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|
2019
Q3 | $1.03M | Buy |
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|
2019
Q2 | $981K | Buy |
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|
2019
Q1 | $824K | Buy |
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|
2018
Q4 | $480K | Buy |
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|
2018
Q3 | $492K | Buy |
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|
2018
Q2 | $383K | Buy |
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|
2018
Q1 | $369K | Buy |
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|
2017
Q4 | $123K | Buy |
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|
2017
Q3 | $30K | Hold |
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|
2017
Q2 | $29K | Hold |
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|
2017
Q1 | $27K | Hold |
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|
2016
Q4 | $25K | Hold |
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|
2016
Q3 | $26K | Hold |
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|
2016
Q2 | $25K | Hold |
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|
2016
Q1 | $25K | Buy |
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